Job Description

_MARKETING, APPOINTMENT SETTING & EVENT SPECIALIST _

ABOUT US…

We are a fast-paced, dynamic financial services firm. We are results-driven and maintain a casual work environment. We love what we do!

We help our clients to protect and grow their wealth. LEARN ABOUT US BEFORE APPLYING. We have a radio program “Protecting Your Assets” on WLS Radio AM 890. You can hear us on Saturday at 2:00 pm and Sunday at 3:00 pm. You can also check out our website www.wilsave.com and LISTEN TO PODCASTS to get to know us..

WE ARE LOOKING..

to fill a challenging position for our constantly growing financial services office located in Mount Prospect, IL.

THIS IS A GREAT POSITION FOR YOU IF YOU…

Want to be an important person in a small and quickly growing company, if you have the drive and work ethic to take the bull by the horns and get the job done.

TO BE SUCCESSFUL HERE, YOU MUST BE..

• a people person with a sparkling, welcoming personality, and great customer service skills
• able to work up to 8 nights per month
• a self-starter
• a well-organized, detailed oriented person who can perform clerical administrative tasks
• proficient with MS Word and Excel.
• be able to perform data entry accurately and quickly
• coachable and open to being coached to be the best you can be at this job
• be a multitasker
• looking for a long-term career, not just a job

IF THAT’S YOU - YOU ARE LOOKING IN THE RIGHT PLACE!

ESSENTIAL FUNCTIONS:

-Responsible for planning, attending, and managing client events and dinner seminars.

-Manage agent's calendar and all appointment scheduling.

-Answer all office calls, directing to appropriate individuals/departments as needed.

-Make outbound marketing and scheduling calls as needed

-Required to manage up to 8 dinner seminars per month, including calling attendees the day before to confirm RSVP, prepare seminar packets, take and set up equipment at the venue, register attendees, schedule appointments generated from the seminar, and takedown equipment.

-Create and maintain attendee/client profiles in the CRM system.

-Required to assist with client events, may include weekends.

-Position requires proficient knowledge of Word, Excel, and data entry.

-Follow up on potential leads interested in meeting with the agent through various methods (i.e. mail, e-mail, phone), tracking results, and maintaining reports.

-Able to work responsibly with minimal supervision and demonstrate a great level of initiative.

-Highly effective in multi-tasking, managing, and prioritizing daily activities.

-Responds to phone calls and emails continuously throughout the day.

-Utilize calls scripts when handling dinner seminar reservations, client calls, etc.

-Actively participate in team meetings, sharing ideas that can help grow the business.

-Perform other related duties as assigned.

MINIMUM REQUIREMENTS:

EXPERIENCE: Minimum 2 years of customer service/sales experience or demonstrate equivalent training; with a minimum 2 years of management experience.

TRANSPORTATION: Must have your own transportation and a valid driver’s license.

PHYSICAL REQUIREMENTS: Must be able to lift seminar equipment, including portable speaker equipment (up to 40 lbs.).

SALARY: Base salary $50,000+ DOE, plus potential to earn an additional $15-25k in bonuses

OVERTIME ELIGIBILITY: Not eligible (exempt)

HOURS: Full-time (M-F) with up to 8 nights per month

LOCATION: Mount Prospect, IL (will require travel to other offices as needed)

TO APPLY: Please submit your resume along with a cover letter.