Appointment Setter

Schedule: 6 Hours/Days

Key Responsibilities

• Contact inbound and generated leads promptly (speed-to-lead is critical).
• Make outbound calls to business owners and high-net-worth prospects.
• Introduce financial planning solutions including annuities and 401(k) retirement strategies.
• Qualify prospects and schedule appointments for licensed financial advisors.
• Work multiple campaigns simultaneously depending on lead type and opportunity.
• Manage and update all lead activity directly inside the CRM.
• Properly disposition calls, update notes, and track follow-ups.
• Use the provided dialer system to call leads from different campaign angles.
• Maintain professionalism when speaking with business owners and high-level decision makers.

Qualifications

• Prior experience in appointment setting, telesales, or B2B cold calling.
• Experience in insurance, financial services, annuities, or retirement planning is a strong plus.
• Strong communication skills and ability to build rapport quickly with professionals and executives.
• Ability to work quickly and efficiently with inbound leads.
• Comfortable handling high call volume and following structured call processes.
• Strong attention to detail when updating CRM notes and dispositions.
• Self-motivated and results-driven.