Appointment Setter-Investor Relations

About Us: Secured Investment Corp is a leading private equity investment firm specializing in alternative investments in the real estate industry. Our core values are Drive, Diligence, Determination, and Dependability. They guide us in delivering excellence, maintaining integrity, and ensuring client satisfaction. These values drive our commitment to empowering clients for financial success.

Role Overview: We are seeking a motivated and personable Appointment Setter to join our dynamic team. This role will focus on engaging leads interested in alternative investments and private equity funds, converting them into long-term clients. The ideal candidate will excel in communication, possess exceptional organizational skills, and thrive in a goal-oriented environment. This position will collaborate closely with our management and marketing teams to prioritize leads and execute effective contact strategies.

Responsibilities:

• Implement and assist in the creation of marketing contact strategies to engage open leads via phone, SMS, and email.
• Utilize SIC's content library, including video, podcasts, and webinars, to convey the long-term value of our real estate investment offerings to open leads.
• Manage Senior Investment Consultants’ calendars by scheduling appointments based on availability and existing schedules.
• Adhere to appointment setting protocols, ensuring accurate note creation in CRM systems.
• Demonstrate confidence in representing the SIC brand, real estate investment services, and offerings during lead interactions.
• Stay informed about upcoming events, products, and marketing strategies to leverage opportunities for lead conversion.
• Maintain professionalism and uphold the SIC brand image in all client interactions.

Advancement Opportunity: This position offers a clear pathway for career growth within our organization. Top performers will have the opportunity to advance into roles as Senior Investment Consultants, where they will play a pivotal role in guiding clients through investment strategies and managing portfolios. We are committed to nurturing talent from within and providing the necessary support and training for career progression.

If you meet the qualifications and are excited about the opportunity to join our team, please submit your resume and a cover letter outlining your relevant experience and why you are the ideal candidate for this role. We look forward to hearing from you!

Qualifications:

• Highly personable with an optimistic outlook on work and life.
• Excellent verbal and written communication skills.
• Strong organizational and prioritization abilities with meticulous attention to detail.
• Goal-driven team player with a proactive and result-oriented approach.
• Comfortable communicating effectively over phone, email, and SMS.
• Previous experience in appointment setting, investments, real estate, sales, or customer service is a plus.
• Familiarity with CRM software is advantageous.