Client Relationship Coordinator

 If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia. This position is based in our Wethersfield, CT office.

We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

This position requires that you possess the following skills:

• High level of communication and follow-through skills

• Strong persuasive phone skills to motivate prospects to set and keep appointments

• Previous experience in a relatable appointment scheduling or inside sales role

• Strong organizational skills

• Strong ability to follow through the entire process of converting prospects to clients

• Motivated and driven by reaching goals and growth

• Financial Industry knowledge/experience preferred

• Experience with MS Office and Salesforce preferred

● Telephone or inside sales experience is a plus

● 4 Year college degree

● Ability to work some evenings for events

Responsibilities/Tasks:

• Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts

• Calling, qualifying and scheduling prospects

• Consistent follow-up with prospects and clients

• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)

• Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts

• Work independently and proactively to meet business & department goals