Client Relations & Appointment Specialist

Wealthy Leadership Inc; New York (NY); Sur place; USD 2 129 000 - 4 259 000; Plein temps

Résumé du poste

Wealthy Leadership Inc. is seeking a Client Relations Coordinator to be the first point of contact for individuals exploring financial improvement. The role blends customer service with sales, focusing on listening, clear communication, and guiding prospects through the next step with confidence.

The ideal candidate combines empathy with results-driven behavior and a commitment to doing right by clients. You will engage through networks, social platforms, and referrals while maintaining ethical

Qualifications

• Experience in customer service, sales, or client-facing roles.
• Strong listening and communication skills.
• Reliable, coachable, and growth-oriented.

Responsabilités

• Reach out to and build rapport with potential clients
• Listen closely to understand each person's goals and concerns
• Explain our services in a simple, honest, and relevant way
• Evaluate whether a prospect is ready for the next conversation
• Schedule and confirm appointments with the advisory team
• Make sure prospects feel prepared and informed before their appointment
• Keep organized records of every conversation and follow up
• Stay on track with weekly goals for conversations and appointments

Connaissances

Customer service

Sales experience

Communication

Description du poste

Wealthy Leadership Inc. is seeking a Client Relations Coordinator to be the first point of contact for individuals exploring financial improvement. The role blends customer service with sales, focusing on listening, clear communication, and guiding prospects through the next step with confidence.

The ideal candidate combines empathy with results-driven behavior and a commitment to doing right by clients. You will engage through networks, social platforms, and referrals while maintaining ethical