We are looking for a sharp, persuasive, and highly organized professional to take ownership of our meeting pipeline. This isn't just a \"confirmation\" role; you are the critical link that ensures our potential clients are prepared, excited, and committed to their upcoming finance consultations.
You will be the primary point of contact from the moment an appointment is booked until they sit down for their meeting.
Your mission is simple: maximize show-up rates and ensure every client experience is of the highest quality.
Key Responsibilities
* Conduct welcome and confirmation calls to newly booked leads to solidify interest and confirm attendance.
* Review initial discovery calls for quality control, ensuring the lead meets our high standards before proceeding.
* Manage a rigorous follow-up and reminder schedule across multiple touchpoints (phone, SMS, email).
* Handle common objections and \"cold feet\" with professional sales techniques to keep meetings on track.
* Act as the dedicated concierge for clients, answering preliminary questions about the process.
* Maintain precise records in our CRM to ensure the sales team is fully briefed for every appointment.
What We’re Looking For
* High-Level Phone Manner: You are articulate, empathetic, and able to build instant rapport.
* Industry Knowledge: Previous experience in finance or mortgage broking is highly regarded.
* Sales Instinct: You understand that \"confirming\" is a form of reselling the value of the meeting.
* Detail Oriented: You have a \"quality control\" mindset and don't let small details slip through the cracks.
* Resilience: You thrive on hitting targets and turning \"maybes\" into \"yeses.\"
\"Why Join Us?\"
We know every job ad claims to have a \"great culture,\" but we actually live it. We focus on results, not micromanagement. If you get your tasks done and our show-up rates are high, we give you the freedom to manage your own life.
* Genuine Flexibility: Fully WFH with flexible hours to suit your lifestyle.
* Time for You: Monthly Rostered Days Off (RDOs) and early Friday knock-offs to kickstart your weekend.
* Real Connection: We aren’t just faces on a screen; we get together quarterly for in-person team catch-ups.
* High Earning Potential: A competitive base salary plus a commission structure designed to reward your \"stickability\" rates.