Appointment Setter/Scheduler

Job Description

Job Description

Benefits :

• Uncapped Commissions
• Opportunity for advancement

About Testa Financial Group :

Testa Financial Group is a leading financial services firm

dedicated to providing tailored solutions to meet the diverse needs of our clients. With a

commitment to excellence and innovation, we empower individuals and businesses to achieve

their financial goals through personalized guidance and strategic planning.

Job Description :

As a Scheduler / Appointment Setter at Testa Financial Group, you will play a

pivotal role in supporting our senior representatives by efficiently managing their schedules and

facilitating client appointments. Your primary responsibility will be to coordinate and schedule

meetings between our senior representatives and prospective or existing clients, ensuring a

seamless and organized process.

Hour of Operations :

Monday - Friday 10 : 00am to 5 : 00pm

Key Responsibilities :

1. Schedule Management : Coordinate appointments, meetings, and calls for senior

representatives based on availability and client preferences.

2. Client Communication : Communicate with clients via phone, email, or other channels

to confirm appointments, gather necessary information, and provide exceptional

customer service.

3. Calendar Maintenance : Maintain accurate and up-to-date calendars for senior

representatives, ensuring all appointments are properly scheduled and documented.

4. Database Management : Update and maintain client databases with relevant

information, including appointment details, contact information, and notes from

interactions.

5. Follow-up : Conduct follow-up calls or emails to confirm appointments, reschedule as

needed, and address any client inquiries or concerns.

6. Collaboration : Work closely with senior representatives and other team members to

prioritize appointments, optimize scheduling efficiency, and support overall business

objectives.

7. Administrative Support : Provide administrative assistance to senior representatives,

such as preparing meeting materials, organizing documents, and performing other tasks

as needed.

Qualifications :

Previous experience in scheduling, customer service, or administrative support roles

preferred.

Excellent communication skills, both verbal and written, with a professional and

courteous demeanor.

Strong organizational skills and attention to detail, with the ability to manage multiple

tasks simultaneously.

Proficiency in Microsoft Office Suite and scheduling software (e.g., Microsoft Outlook,

Google Calendar).

Ability to work effectively in a fast-paced environment, adapt to changing priorities, and

meet deadlines.

A proactive and collaborative approach to problem-solving and teamwork.

Commission :

Based on the amount of Appointments scheduled.

Based on the amount of accounts closed by the Senior Representative you schedule

appointments for.

Promotional Opportunities :

Senior Scheduler / Appointment Setter : After gaining experience and demonstrating

proficiency in the role, you may be promoted to a senior position where you take on

additional responsibilities such as mentoring new hires, assisting with scheduling

strategy, and handling more complex client interactions.

Team Leader / Supervisor : If you demonstrate strong leadership skills and the ability to

mentor and motivate team members, you may be promoted to a supervisory or team

leader position. In this role, you would oversee a team of schedulers / appointment

setters, providing guidance, support, and performance feedback to ensure the team

meets its goals.

Representative Associate : With additional training and qualifications, you could

advance to a role as a representative associate, where you work alongside a Senior

representative learning the ropes on providing comprehensive financial solutions and

investment advice to clients. This role involves assessing clients' financial goals,

developing customized strategies, and helping clients achieve their long-term objectives.

Junior Representative : As a junior representative you will now be given opportunities to

take on your own clients, with the assistance of a senior representative for guidance and

mentorship. This position allows you to build your own client relations as well as

sharpening your skills for even more growth in the company.