Financial Planning Appointment Setter

In this position, you will closely collaborate with our financial advisors to coordinate a wide range of appointments, taking advantage of our expanding customer base. Moreover, you will provide various administrative support. These calls are outgoing; no cold calling is required.

We are a well-established financial planning services company with four decades of experience. We believe that financial planners should concentrate on their expertise—guiding customers to secure their financial future—rather than getting weighed down by administrative tasks. We are looking for service-oriented individuals to support our agents during their field visits.

Operating within a fast-paced and professional environment, we prioritize the development of our employees to reach their maximum potential. We firmly believe that when our employees thrive, our business prospers in parallel.

Please note that this position is not remote. It requires working in our office.

Requirements

• Organized, solid professional
• Great telephone etiquette and articulation
• Previous experience in sales, appointment mapping and/or agent sales support
• Ability to handle objections and overcome them based on training tools and scripting objectives
• An incredible work ethic and show up to work every day on time
• Familiarity with Windows-based programs

• Work independently while being a team player.
• Ability to build rapport with clients
• Deadline and detail-oriented
• Insurance industry experience, helpful

Benefits

Our compensation package includes:

• Hourly plus commission
• W-2 Compensation paid weekly
• Health, Dental, Vision, and Life Insurance after 90 Days
• Holiday Pay, PTO and Vacation
• 401K w/ Company Match