Client Acquisition Coordinator

About the Role

Compass Retirement Solutions is looking for a driven, personable, and results-oriented Client
Acquisition Coordinator to help turn qualified leads into meaningful client conversations.
In this role, you will be responsible for engaging prospective clients through phone, email, and
events, securing and confirming appointments, nurturing leads, and following up with
attendees from workshops, webinars, and seminars.

This is a performance-driven role ideal for someone who enjoys connecting with people,
following through consistently, and working toward clear appointment-setting and client
acquisition goals.

What You’ll Do

• Complete a minimum of 50 outbound calls per day to prospects and clients.
• Schedule and confirm appointments with qualified leads.
• Maintain accurate appointment and prospect information in the CRM and reporting
  systems.
• Follow up consistently with prospects to help improve appointment show-up rates.
• Engage workshop, webinar, and seminar attendees and convert interested participants
  into follow-up appointments.
• Build trust and maintain relationships with leads through consistent communication.
• Collaborate with internal teams to support event attendance and client acquisition
  initiatives.
• Prepare weekly and monthly reports covering appointments set, appointments held,
  qualified appointments, and other acquisition metrics.
• Review performance data to identify trends, challenges, and opportunities for
  improvement.
• Develop creative strategies to meet or exceed appointment-setting targets.
• Partner with leadership to ensure client acquisition activities remain aligned with
  organizational goals.

Who We're Looking For

The ideal candidate is someone who:

• Is comfortable making a high volume of outbound calls and speaking with prospective clients.
• Communicates confidently and professionally by phone and email.
• Is persistent and consistent with follow-up without losing the human touch.
• Can build rapport and establish trust with prospects.
• Is highly organized and able to manage multiple leads and appointments simultaneously.
• Pays close attention to CRM documentation and activity tracking.
• Is comfortable being accountable to measurable goals and KPIs.
• Can review results and adjust their approach to improve performance.
• Takes initiative and looks for creative ways to generate appointments.
• Works well independently while collaborating effectively with a broader team.

Why Join Compass Retirement Solutions?

This role provides an opportunity to play a direct part in the organization's client acquisition and growth efforts. You'll work in a goal-oriented environment where your conversations, follow-through, and relationship-building efforts can translate directly into measurable results.

If you're energized by connecting with people, motivated by clear goals, and enjoy turning opportunities into appointments, we'd love to hear from you.

Apply today to join Compass Retirement Solutions as our next Client Acquisition Coordinator!