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Client Relationship Coordinator

Alera Group | Wethersfield, CT, US, 06129

Job Type: Full TimeSalary Range:$38,000 – $61,000 Salary range estimated by Zippia

Posted 17 minutes ago

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If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! 


Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts, and Georgia.  This position is based in our Wethersfield CT office.


We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.


  • Ability to fill the Financial Advisors’ schedules with qualified appointments that are produced through marketing efforts
  • Calling, qualifying and scheduling prospects
  • Consistent follow-up with prospects and clients
  • Attend and set up seminars and workshops (in the evenings) and book appointments of conclusion of programs
  • Accurate entry of data into CRM (salesforce) system from prospecting & marketing efforts
  • Work independently and proactively to meet business & department goals

  • High level of communication and follow-through skills
  • Strong persuasive phone skills to motivate prospects to set and keep appointments
  • Previous experience in a relatable appointment scheduling or inside sales role
  • Strong organizational skills
  • Strong ability to follow through the entire process of converting prospects to clients
  • Motivated and driven by reaching goals and growth
  • Financial Industry knowledge/experience preferred
  • Experience with MS Office and Salesforce preferred
  • Telephone or inside sales experience is a plus
  • 4-year college degree
  • Ability to work some evenings for events

We're an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


If you're a California resident, please read the California Consumer Privacy Act prior to applying.




PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Wethersfield, CT-06129
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