Client Acquisition Coordinator

Rockstar is recruiting for a retirement solutions firm based in St. Louis, Missouri. The client is dedicated to helping individuals achieve financial security and a fulfilling retirement through personalized financial planning, investment management, and comprehensive retirement strategies. They are passionate about guiding their clients toward a secure and enjoyable retirement.

Company Overview:

Our client provides tailored retirement solutions designed to empower individuals in achieving their financial goals. By delivering expert financial planning, strategic investment management, and comprehensive retirement strategies, the firm fosters a future of financial security for its clients. Their dedicated team thrives on creating positive impacts in the lives of those they serve.

Role Overview:

The Client Acquisition Coordinator plays a pivotal role in ensuring that leads from various sources are effectively followed up on and converted into scheduled appointments. Additionally, this role supports the seamless execution of marketing events designed to engage and attract potential clients. The ideal candidate will excel in a client-focused, performance-incentivized environment, showcasing exceptional communication, organizational, and follow-through skills.

Key Responsibilities:

- Proactively follow up with leads from various sources to schedule appointments, ensuring timely and effective communication.

- Maintain and update the appointment calendar, preventing conflicts or double bookings.

- Engage leads through phone, email, and other communication channels to confirm appointments and build rapport.

- Assist in the planning, coordination, and execution of marketing events, such as seminars, dinner events, and open houses.

- Support event logistics, including venue setup, material preparation, and vendor coordination.

- Deliver exceptional customer service to leads and event attendees, ensuring a positive experience.

- Collaborate with marketing and sales teams to optimize lead engagement and event outcomes.

- Track and report on lead conversion rates, appointment outcomes, and event performance to identify areas for improvement.

Qualifications:

- High school diploma or equivalent; some college education preferred.

- Previous experience in sales, lead generation, appointment setting, or event coordination.

- Strong verbal and written communication skills.

- Excellent organizational skills with attention to detail.

- Proficiency in Microsoft Office Suite and CRM software.

- Ability to work independently and collaboratively within a team.

- Positive attitude, adaptability, and a willingness to learn.

- Availability to work onsite in St. Louis, Missouri.

Compensation and Benefits:

- Base salary of $55,000, with opportunities to earn up to $85,000 annually through performance-based bonuses and commissions.

- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.

- Opportunity to work with a dynamic and supportive team passionate about making a difference in clients' lives.

If you are a motivated individual with a passion for client engagement and sales, we would love to hear from you. Apply today to join our client's team and help individuals achieve their retirement dreams!