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Enrollment Coordinator

Legacy Farmer

United States

Remote

USD 50,000 - 60,000

Full time

2 days ago
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Job summary

A leading company is seeking an Enrollment Coordinator to enhance customer engagement and streamline appointment scheduling. The ideal candidate will possess strong communication skills and a proactive approach to lead management in a fully remote setting.

Benefits

Uncapped PTO
Flexible Office Hours

Qualifications

  • Proven experience in customer service or sales support.
  • Excellent phone communication and interpersonal skills.
  • Highly organized and detail-oriented.

Responsibilities

  • Manage new customer inquiries and coordinate appointments.
  • Qualify prospects and schedule discovery calls.
  • Maintain organized records in the CRM system.

Skills

Customer Service
Communication
Organization
Proactivity
Teamwork

Tools

CRM Software

Job description

Enrollment Coordinator
Legacy Farmer is always looking for growth-oriented, high performance people ready to deliver amazing results for our clients and team.

Location
Fully Remote

Office Hours
Flexible: 8 am - 6 pm CST

Uncapped PTO
Within Reason

Base Salary
+ Bonus

Who We Are

At Legacy Farmer, we are committed to helping Farmers Master their Finances and Build a Great Business that will thrive for multiple generations in the future. Our work matters here and we will do whatever is required to accomplish our mission of helping the great people in this industry.

What's in it for you?
  • Remote - US
  • Salary: $50,000 - $60,000*with bonuses based on performance
  • Fully Remote
  • Uncapped PTO (within reason)
About the Role

The Enrollment Coordinator plays a critical role in the growth of our organization. The ideal candidate is customer-service oriented individual with a positive attitude, who loves helping others and guiding them to the right place.

The Enrollment Coordinator manages new customer inquiries, connecting with prospects, and coordinating appointments for our Enrollment Team. This position focuses on quick follow up with info requests, qualifying leads, scheduling discovery calls, and confirming appointments to ensure a seamless experience for potential clients.

Responsibilities
  • Promptly call and follow up with all new opt-ins and inbound leads via call, email & text.

  • Qualify prospects based on established criteria to ensure a good fit.

  • Set and schedule discovery calls between qualified leads and the appropriate enrollment advisor

  • Confirm all scheduled appointments via phone, text, and/or email to maximize show-up rates.

  • Maintain accurate and organized records of all communication and appointment scheduling in the CRM system.

  • Communicate clearly and professionally with leads, providing a positive first impression of our brand.

  • Collaborate with the Enrollment Team to ensure smooth hand-offs and updates.

  • Manage a consistent daily/weekly call volume and follow-up schedule to hit key performance metrics.

  • Identify and troubleshoot any gaps or issues in the lead-nurturing and appointment-scheduling process.
Experience and Qualifications

Required:

  • Proven experience in customer service, sales support, or appointment scheduling (experience in enrollment/sales environments preferred).

  • Excellent phone communication and interpersonal skills.

  • Highly organized, detail-oriented, and able to manage multiple tasks simultaneously.

  • Self-motivated with a proactive approach to lead management and follow-up.

  • Comfortable using CRM software and other communication tools.

  • Ability to handle objections and guide prospects toward scheduled appointments without being pushy.

  • A strong team player who thrives in a fast-paced, results-driven environment.
Key Performance Indicators (KPIs):
  • Speed to lead (time to first contact after opt-in)

  • Number of discovery calls booked per week

  • Show-up rate for scheduled appointments

  • Overall lead conversion to discovery call ratio
Apply Now
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Disclaimer: The information provided in this content is for informational purposes only and does not constitute financial, investment, or legal advice. While we strive for accuracy, the information presented may not reflect the latest market conditions, regulations, or developments. No guarantees are made regarding the completeness or reliability of this content. Before making any financial decisions, always consult a qualified professional. We assume no liability for any actions taken based on the information provided.

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