We are seeking a motivated and professional Acquisition Specialist to team with our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations. This position focuses on connection, qualification, and scheduling.
Key Responsibilities
Client outreach and engagement
Make outbound calls,texts, and emails to prospective and existing clients
Respond promptly to inbound inquiries and leads
Deliver a clear, confident overview of serviced using approved scripts
Build rapport and create a positve first impression of the agency
Appointment Setting and Qualification
Qualify prospects using defined criteria.
Schedule appointments accurately on advisor calendar
Confirm appointments and reduce no-show rates through reminders
Reschedule or follow up on missed appointments as needed
CRM & Documentation
Accurately log all activity in the CRM
Maintain clean and organized lead and contact records
Track appointment outcomes and required follow-ups
Flag hot leads or concerns to sales leadership
Qualifications
Strong communication and phone presence
comfortable with high-volume outbound calling and follow up
Detail-oriented with excellent organizational skills
Numbers & Facts
Location
Bella Vista, AR
Job Type
Full-time
Skills
Calendar Managementunmatched
Call Volumeunmatched
Communication Skillsunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Expense Trackingunmatched
Farm Managementunmatched
Leadershipunmatched
Organizational Skillsunmatched
Salesunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Sales Prospectingunmatched
Scripting (Scripting Languages)unmatched
Training/Teachingunmatched
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