Job Description
Job Description
Salary : $50K Plus Bonus $75K
About Us
Investors Edge is a dynamic company with a mission to help everyone create their best life through financial freedom. We've been in business for 20 years, winning recognition as a Salt Lake Tribune Top Workplace and making the Inc 5000 list twice.
Our innovative platform supports investing in 45 states, making it easy for underdogs to enter a complex market.
The Role
We're seeking an energetic Appointment Setter to turn warm leads into qualified appointments. Your focus will be on connecting with potential clients and setting the stage for our sales team.
Key Responsibilities :
- Contact 30 warm leads daily via phone and text
- Engage in 15+ conversations per day
- Follow our proven script to qualify leads
- Set 30+ appointments per week
- Maintain accurate records in our CRM
What We Offer :
- Competitive Compensation :
- $50K Base Salary
- Up to $25K+ Bonus
- Comprehensive Benefits :
- Health Care stipend
- Life, Vision, and Dental insurance
- 100% coverage for Telemed & Tele-Mental health (individual and families)
- 401K with 4% dollar-for-dollar match
- Flexible PTO policy
- Great Work Environment :
- Onsite Gym, Sauna, and Showers
- Full kitchen with oven, stove, and Coke Freestyle machine
- Sit-stand desks
- Relaxed dress code
- Reserved parking near employee entrance
Qualifications :
- Stable work history (no more than 2 jobs in the last 5 years)
- 2+ years of recent phone experience (e.g., Customer Service, Phone Surveys, Collections)
- Experience with 30+ phone conversations per day
- 5+ hours of daily phone time in most recent role
- Strong performance metrics and KPI management
- Proficiency in CRM data entry and pipeline management
- Extroverted personality with confidence on the phone
- Coachable attitude with ability to implement feedback quickly
Key Performance Indicators :
- Lead to Conversations : 50%
- Appointment Show Rate : 54%
- Dollar Per Lead : $172
- Daily Phone Talk Time : 4+ hours
Key Competencies :
- Leading Edge mindset
- Resourcefulness and Initiative
- Strong Organization and Planning skills
- Commitment to Excellence
- Independence
- Effective Stress Management
- Tenacity
Technical Skills :
- Experience with CRM software (e.g., Hubspot, Salesforce)
- Familiarity with VOIP phone systems
- Excellent phone communication skills
If you meet these qualifications and are excited about helping people achieve financial freedom, we want to hear from you!
Investors Edge is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Mental Health Customer Service Representative (Remote)
Identify issues and trends and collaborate with your team and leadership to develop best practices to ensure we are providing the best service and experience to all customers. Responsible for coordinating testing services for patients by:. Participate in projects that extend beyond your day-to-day t...
Administrative Assistant Admin Work From Home - Part-Time Focus Group Panelists
No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists. Administrative assistant admin experience is not necessary. If you are an administrative assistant or someone just looking for a flexible part time remote work...
Remote Administrative Assistant (No Experience Required) - Earn $25/hr-$45/hr, Full-Time/Part-Time, Flexible hours
...
Receptionist
Are you someone who enjoys connecting with people? Then this opportunity is for you! Serenity is seeking a Receptionist for our Holladay, UT office; to join our team and drive success within our clinic. ...
Administrative Assistant
Handles administrative duties including but not limited to: answering incoming calls, copying, binding, opening and routing mail, electronic and standard file management, including contact directory, and correspondence drafting. At least three years’ experience providing administrative support in a ...
Receptionist / Promotions Assistant (Part-time)
Our company is committed to being trusted voices of light and truth reaching hundreds of millions of people worldwide.At Bonneville International, our purpose is to build up, connect, inform, and celebrate communities and families in the markets we serve.As an integrated media company, we provide co...
Customer Service Representative
Yessio is a leading provider of customer sales and professional services. We are committed to bring operational and service excellence to every contact with our customers. This position handles the customer service inquiries and verifying of account information via telephone or email correspondence....
Bilingual Client Experience Associate - Utah (Work from Home)
AnywhereWorks is committed to providing equal opportunity employment; creating, managing, and valuing diversity in our workforce; providing a safe work environment; and fostering a culture of belonging where all employees are included, treated with dignity and respect, promoted on their merits, and ...
Forex / Cryptocurrency Trader - Work From Home
This is a remote/work from home position. As a contract business, traders will be their own boss, with the opportunity to work full-time or part-time from anywhere in the world with a high-speed internet connection. Research and analyze market data to make informed trading decisions. Operate from an...
Customer Service Representative - TurboTax (WFH)
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...