What are the responsibilities and job description for the Appointment Setter position at New Millennium Group, Inc.?
Company Description
New Millennium Group, Inc. is a financial planning firm located in Sandy, UT. As fiduciaries, we strive to build trusting relationships with our clients by providing them with all the facts and great information they need to make the right choices for their financial future. We serve a diverse range of clients, including business owners, physicians, and retirees. Our focus is on optimizing retirement years and providing assistance and expertise in areas such as social security, wealth management, income planning, investment planning, and insurance services.
Role Description
This is a full-time on-site role for an Appointment Setter at New Millennium Group, Inc. located in Sandy, UT. The Appointment Setter will be responsible for setting appointments, scheduling appointments, lead generation, communication, and customer service. They are responsible for the calendar management for our advisors including confirmation phone calls. Attendance at company marketing events is required. The role requires strong organizational and interpersonal skills to effectively schedule appointments and communicate with clients.
Salary plus Commissions
Qualifications
- Experience in setting appointments, appointment scheduling, and lead generation
- Excellent communication and customer service skills
- Strong organizational skills
- Outbound calling experience
- Marketing Experience
- Ability to work effectively in a team
- Ability to motivate prospects to set and appontment and overcome objections
- Ability to prioritize projects and manage time effectively
- Results driven
- Proficient phone skills
- Command of the English language and grammar
- Proficiency in relevant software and tools
- Detail-oriented and ability to multitask
- Experience in the financial planning industry is a plus
- High school diploma or equivalent