Job Description

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

About Us
Were growing and looking for a motivated Appointment Setter to join our team and play a key role in helping people take the first step toward a Rock Solid Retirement. At the core of what we do is a simple philosophy: Protect. Preserve. Grow. That means keeping our clients' money safe from unnecessary risk, building tax-efficient income plans, and giving them the confidence to enjoy retirement on their terms.

What Youll Do

As an Appointment Setter, youll be the friendly first point of contact for prospective clients who have shown interest in our serviceswhether through downloading a guide, taking our retirement quiz, or attending one of our events. Your goal? Start the conversation, understand their needs, and book a time for them to speak with one of our licensed advisors.

Responsibilities:

• Make outbound calls to warm leads (no cold calling)

• Respond to inbound inquiries from campaigns, events, and online ads

• Qualify leads based on simple criteria

• Schedule phone or in-person appointments using our CRM system

• Follow up on no-shows and reschedule as needed

• Keep accurate records of interactions and lead status

• Collaborate with marketing and advisory teams to improve conversion rates

What Were Looking For

• Excellent verbal communication and listening skills

• A friendly, professional phone presence

• Comfortable handling objections and staying positive

• Strong attention to detail and organizational skills

• Computer/CRM skills

• Prior experience in financial services, insurance, or appointment setting is a plusbut not required

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