Job Description

Drew Pelton Investment Services is seeking a Client Service Representative/Appointment Setter to join our team! You will be responsible for building and maintaining client’s confidence and loyalty by providing regular contact and outstanding service.

RESPONSIBILITIES WILL INCLUDE:

• Maintain spreadsheet of courtesy calls
• Track and Maintain Retirement Income Store and Income leads
• Make annual calls to clients regarding strategy changes on their annuities, as directed by your advisor
• Greet clients in person, using their name when they visit the office
• Schedule client reviews with your advisor according to schedule requested by the client or the advisor
• Prepare client files for meetings with advisor
• Schedule referral meetings for your advisor
• Manage waiting time if advisor is running late, acknowledge delay, and keep them occupied
• Answer all incoming communications such as telephones, emails, faxes and letter
• Direct callers to appropriate person as efficiently as possible
• Screen callers as needed
• Set appointments on as needed basis, plan internal meetings, arrange travel
• Create, store and send correspondence by preparing presentations, reports, letters and other materials needed by internal staff and clients
• Coordinate advisor’s schedule with the appointment setter and be sure that calendar and client database are updated
• Handle incoming client requests, referring to advisor as necessary
• Process and follow up on client’s service requests
• Record all contact history, changes in personal information, etc. into database
• Schedule and maintain appointments with the prospects
• FOLLOW-UP PROCESS THE DAY AFTER THE SEMINAR
  • Enter all scheduled appointments into the advisor’s schedule/database
  • Prepare prospect’s folders for their meeting with your advisor
  • Send a confirmation letter to everyone who scheduled a meeting
  • Make confirmation calls to prospects who set appointments
  • Make calls to prospects who did not set appointments
  • Track your results with date, time, and details of who you reached
• Process trades on brokerage accounts, as directed by advisor
• Provide financial reviews/summaries for larger clients as necessary
• Run illustrations for clients
• Research investments as needed
• Provide backup support for the new business department
• Perform client surveys as needed
• Handle customer inquiries and complaints
• Provide information about the products and services
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of the evolving products and services

​QUALIFICATIONS:

• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills

Drew Pelton Investment Services is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2020 Sound Income Strategies.

Company Description

As a Retirement Income Store®, Drew Pelton Investment Services continues to provide outstanding services and individualized attention which our clients have grown accustomed to thus earning a reputation in the financial industry.