JOB SUMMARY

We are looking for a motivated, coachable, and results-driven Full-Time Appointment Setter to join our team. You will be responsible for:

• Calling inbound leads generated from our own ads and setting appointments for our internal sales team.
• Calling leads generated for our clients and booking appointments directly onto their calendars with licensed financial advisors.
• Following a proven call framework to identify needs, confirm interest, and ensure quality appointments.
• Managing follow-ups, reschedules, and calendar coordination.

QUALIFICATIONS

• Previous appointment setting, inside sales, or call center experience (preferred but not required).
• Strong verbal communication and active listening skills.
• Comfort using CRM systems and call software.
• High level of professionalism and ability to follow a proven process.
• Self-motivated with a strong work ethic.

APPOINTMENT SETTING RESPONSIBILITIES

• Make outbound calls to new leads within minutes of receiving them.
• Use a scripted discovery process to qualify leads and confirm fit.
• Book appointments directly into the correct advisor’s calendar.
• Track all activity in our CRM accurately and in real-time.
• Maintain daily and weekly call/appointment metrics.

GENERAL RESPONSIBILITIES

• Maintain a high level of professionalism and communication in all interactions with potential clients and advisors.
• Stay updated on industry trends and the company’s offerings to effectively communicate value.
• Participate in training sessions to improve skills and achieve performance goals.

We are looking for a motivated, coachable, and results-driven Full-Time Appointment Setter to join our team. You will be responsible for:

• Calling inbound leads generated from our own ads and setting appointments for our internal sales team.
• Calling leads generated for our clients and booking appointments directly onto their calendars with licensed financial advisors.
• Following a proven call framework to identify needs, confirm interest, and ensure quality appointments.
• Managing follow-ups, reschedules, and calendar coordination