A successful financial services firm in the Tulsa, OK area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting.

Job Responsibilities:

• Preparing and setting up for workshops
• Confirming with attendees for workshop attendance
• Facilitating workshops, ensuring they run smoothly
• Following up after workshops, calling attendees to schedule appointments with advisors
• Much of the day spent on the phone

Job Requirements:

• Strong communication skills, both written and verbal
• Attention to detail
• Ability to build rapport with clients
• Strong sense of follow through
• Proficiency in MS Suite, Internet Applications
• CRM experience
• Task prioritization
• Office experience
• Ambition to grow
• Associates degree or bachelor’s degree

Salary is dependent on experience, plus bonus.

*Note: This is not a marketing position in the creative sense, as in digital marketing or social media, but rather a well-planned system to drive business to the firm, requiring the right candidate to implement the system.