Job description

Primary purpose of position is to consistently fill the advisors schedule with qualified appointments. This is achieved by implementing various pre-determined marketing strategies such as appointment setting, event coordination, seminar management, management of client concierge program, calendar management, prospect follow-up and tracking the effectiveness of each marketing strategy. This is a salaried position.

Job Duties Include:

1. Answering phones

2. Follow-Up with referrals to schedule appointments

3. Input prospects and keep database/CRM program up-to-date

4. Mail appointment touches upon scheduling of appointment

5. Track marketing projects and revenue sources

6. Prepare, plan, schedule, participate and follow-up on client events and seminars

7. Assist with the implementation and follow-through on new marketing ideas

8. Review Marketing Focus with team during staff meeting

9. Assist advisor with tracking A+ Prospects and marketing to them

10. As needed act as back-up to front desk during lunch hour, vacation and sick-days

11. Other related tasks as assigned

Knowledge & Skills:

1. Ability to motivate prospects to set appointments

2. Experience managing large projects or events

3. Ability to prioritize projects and manage time

4. Attention to detail and accuracy

5. Excellent communication skills, both written and oral

6. Proficient phone skills

7. Command of the English language and grammar

8. Experience working in a fast-paced environment

9. Working knowledge of computers and software

10. Ability to multi-task

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Manassas, VA 20109: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Work Location: One location

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