Appointment Setter

Are you a dynamic and organized individual with a talent for setting appointments and facilitating connections? Join our team as an Appointment Setter and play a pivotal role in supporting our General Advice Representatives who hold RG146 accreditation. Be part of a dynamic environment where your skills contribute to the success of our clients' financial journeys.

We are a leading financial services firm dedicated to providing
comprehensive and ethical financial guidance. Our team of General Advice Representatives, equipped with RG146 accreditation, is committed to empowering individuals to make informed decisions about their financial future.

Responsibilities:
1. Appointment Scheduling: Efficiently schedule appointments for our General Advice
Representatives, ensuring optimal use of their time.
2. Client Interaction: Communicate with clients to understand their scheduling preferences
and coordinate appointments that align with their needs.
3. Team Collaboration: Work closely with General Advice Representatives to ensure a smooth
appointment-setting process and provide necessary support.
4. Database Management: Maintain accurate and updated client information in the database
to facilitate seamless communication.
5. Follow-up: Conduct follow-up calls to confirm appointments and address any client inquiries related to scheduling.

Requirements:
1. Organizational Skills: Exceptional organizational abilities with a keen attention to detail.
2. Communication Skills: Strong verbal and written communication skills, with a friendly and professional demeanor.
3. Team Player: Ability to collaborate effectively with General Advice Representatives and other team members.
4. Customer-Focused: A customer-centric approach with a commitment to providing excellent service to clients.
5. Adaptability: Ability to adapt to changing priorities and a fast-paced environment.

Benefits:
1. Competitive salary with performance-based incentives.
2. Ongoing training and development opportunities to enhance your skills.
3. Health and wellness programs to support your overall well-being.
4. Collaborative and inclusive work environment.

5. Opportunities for career growth within the organization.

How to Apply: If you are a proactive individual with a passion for supporting financial professionals in delivering outstanding service, we want to hear from you! Submit your resume via seek.