Now Hiring - Peak Retirement Planning - Business Development Coordinator in Columbus, OH

Full description of the position

We are currently one of the youngest and fastest growing financial planning firms in the country. We have grown from one team member less than 3 years ago to now over 30 team members. Our home office is located in Columbus, OH. We are looking for an "A+" Player looking to take charge and join a motivated group. If you are not growth minded then this is not the job for you. We run fast, work hard, and make a big impact in our client's lives. This role is for someone looking for a career, not only a 9-5 job. We are seeking an individual to be responsible for engaging and providing exceptional service to prospective clients after they show interest in one of the many marketing funnels our firm has (TV, Radio, Book our CEO wrote, Kiplinger articles, YouTube, Podcast). Minimum

Requirements

:

• High internal need to suceed
• Friendly and optimistic personality
• Ability to get things done with little oversight
• Desire to obtain long-term employment
• Polished phone skills
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Ability to prioritize projects and manage time
• Calendar management
• Strong follow-through Main

Responsibilities

:

• Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
• Keep notes of all calls made in our CRM system
• Consistent follow-up with prospects
• Perform other duties and projects as assigned Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team: [please apply online] Job Type: Full-time Pay: Up to $120,000.00 per year

Benefits

:

• Retirement plan Schedule:
• 8 hour shift
• Monday to Friday Work Location: In person