Now Hiring - Talent Advisor - Appointment Coordinator - Winter Garden, FL in Winter Garden, FL

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Appointment Coordinator About Us The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. Your Role The LifeWealth Group is looking for a detail-oriented, friendly, and proactive Appointment Coordinator to join our energetic and rapidly expanding financial team. In this key role, you will engage with potential clients who have already shown interest through our diverse marketing channels--meaning there is no cold calling involved. As the first point of contact for prospects, you will be responsible for cultivating warm leads, building rapport, and coordinating a variety of appointments with our financial advisors. You will work with leads originating from seminars, webinars, radio and TV outreach, social media, website inquiries, YouTube, and other marketing efforts. We are seeking someone with outstanding communication skills who proudly represents our brand with poise, professionalism, and genuine care. Key Responsibilities * Schedule appointments with prospective clients, existing clients, and general inquiries on behalf of financial advisors. * Engage all inbound leads generated from marketing strategies, including TV, radio, website, digital ads, social media, workshops, and events. * Perform appointment confirmations and ensure all meeting details are up to date. * Develop, implement, and support contact strategies to keep open leads engaged-- using phone, email, text, and automated communication tools. * Track all scheduled meetings in the CRM, company database (BPS), and other internal tracking systems. * Follow up consistently with prospective clients to encourage engagement and appointment completion. * Maintain scheduling of client Strategy/Review meetings at appropriate intervals. * Manage and organize the advisors' calendars, ensuring first appointments are set accurately and efficiently. * Follow all internal protocols for appointment setting, including naming conventions, color coding, tracking processes, and data entry procedures. * Confidently communicate the firm's mission, services, core competencies, and educational content to prospects. * Demonstrate an understanding of the target client's retirement concerns--such as volatility, inflation, recession risk, RMDs, and related topics. * Stay current and informed on upcoming workshops, events, and marketing initiatives, leveraging them to increase lead engagement. * Attend educational workshops, seminars, or events hosted by the firm. * Document all lead interactions, client conversations, and appointment outcomes in the CRM and BPS systems. * Represent The LifeWealth Group brand with professionalism in all prospect and client interactions--via phone, email, and in-person when applicable. * Perform other duties and special projects as assigned. Requirements * Bachelor's degree preferred * 2+ years of experience supporting a financial advisor or a sales-related role focused on appointment scheduling * Proficiency with MS Office Suite * Experience working within a CRM system * Proven success engaging and converting prospects into scheduled appointments * Excellent time-management and organizational abilities Salary: * $55,000 (Bonus potential) Benefits: * Health / Dental insurance * Flexible spending account * Health savings account * PTO * Retirement plan * Tuition allowance Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at [please apply online] the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!