FINRA Licensed Outbound Sales Coordinator

Job Summary

A company is looking for an Outbound Sales Coordinator to engage with current retirement plan participants and retail customers interested in financial services.

Key Responsibilities

• Make a high volume of outbound calls to warm leads interested in financial services
• Utilize pre-defined scripts to assess the need for meetings with financial consultants
• Record interactions in customer relationship management software and ensure high appointment completion rates

Required Qualifications

• High school diploma or equivalent; associate's degree preferred
• Ability to interpret customer needs and match them with related products or services
• Proven ability to maintain policies and procedures for regulatory requirements
• Operational and organizational skills to manage complex work
• FINRA fingerprinting required