Are you looking to advance your career and truly make a difference? Are you a driven, relationship-focused professional with a passion for helping people take the first step toward financial confidence? Our established financial services firm, Secured Retirement, is seeking an “A” player, proactive, and results-oriented Appointment Setter / Outreach Coordinator to join our growing team.
Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and clients. You will have strong mentorship, tools, and training to help you succeed and grow in your career.
In this role, you will play a critical part in driving the firm’s growth by filling advisor schedules with qualified appointments. You will engage with prospects through outbound calling, event follow-up, and multi-channel marketing strategies. The ideal candidate thrives in a fast-paced environment, excels at building rapport, and is skilled at moving prospects from interest to action.

Key Skills

• Proven success in outbound appointment setting or sales calls
• Excellent communication and rapport-building abilities
• Highly organized with strong attention to detail
• Comfortable working with CRM systems (Salesforce preferred)
• Proficient in Microsoft Office Suite
• Results-driven with a positive, persistent attitude

Key Responsibilities

• Set and confirm qualified appointments to fill advisor schedules
• Conduct outbound calls to seminar attendees, event participants, and other leads
• Follow up with prospects in the sales funnel to increase engagement and conversion
• Call qualified clients for periodic or annual review meetings
• Manage and follow up with leads from multiple sources (radio programs, seminars, events, referrals)
• Track and report lead sources, prospect status, and marketing performance
• Coordinate pre- and post-event communications with RSVPs and attendees
• Assist in planning, scheduling, and executing seminars, client events, and workshops
• Maintain accurate prospect data and notes in CRM for compliance and follow-up
• Assist with email marketing list management and campaign execution

Minimum Requirements

• Proven success in outbound appointment setting or sales calls
• Strong verbal and written communication skills
• Ability to work independently and manage deadlines
• High attention to detail and organizational skills
• Proficiency in Microsoft Office Suite

Preferred Qualifications

• Industry knowledge in financial services
• Experience with Salesforce CRM
• Marketing coordination experience

Why You’ll Love It Here:

• Base salary plus uncapped commission potential
• Competitive benefits package including PTO, holidays, and employer-matched 401(k)
• Professional development and training opportunities
• Collaborative team culture with a mission-driven purpose
• Opportunities to directly impact firm growth and client relationships

Based in St. Louis Park, M

• Set and confirm qualified appointments to fill advisor schedules
• Conduct outbound calls to seminar attendees, event participants, and other leads
• Follow up with prospects in the sales funnel to increase engagement and conversion
• Call qualified clients for periodic or annual review meetings
• Manage and follow up with leads from multiple sources (radio programs, seminars, events, referrals)
• Track and report lead sources, prospect status, and marketing performance
• Coordinate pre- and post-event communications with RSVPs and attendees
• Assist in planning, scheduling, and executing seminars, client events, and workshops
• Maintain accurate prospect data and notes in CRM for compliance and follow-up
• Assist with email marketing list management and campaign executio