Appointment Setter

Financial Services of America

Troy (MI)

On-site

USD 47,000 - 57,000

Full time

7 days ago

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Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Bonus Pay

Job summary

Financial Services of America is seeking an energetic Appointment Setter / Inside Sales Representative in Michigan to connect with individuals interested in retirement planning and financial services. You will build rapport, answer questions, and schedule appointments for our financial advisors, serving as the important first impression for prospective clients.

Ideal candidates enjoy meaningful conversations, are naturally persuasive, and thrive in a results-driven environment.

Qualifications

Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation.
Financial services experience is a plus, but not required.

Responsibilities

Contact prospective clients provided by the company
Build rapport and establish trust through professional conversations
Introduce prospective clients to Financial Services of America and our services
Schedule appointments for our financial advisors
Conduct follow-up calls, emails, and text communications as needed
Maintain accurate records and notes within our CRM system
Work closely with advisors and team members to ensure a seamless client experience
Consistently meet activity and appointment-setting goals
Identify opportunities to improve processes and client engagement

Skills

Verbal communication

Active listening

Phone presence

Organization

CRM familiarity

Teamwork

Persistence

Tools

CRM software

Job description

Job Type

Full-time

Pay

$52,000.00 per year + Bonus

Workplace Location

In-Office/On Site

Full Job Description

Help People Retire with Confidence While Building a Rewarding Career

For 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's Top Workplaces. This distinction reflects our commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are supported, valued, and empowered to grow, they do their best work.

As a leading retirement planning firm, we help individuals and families prepare for their financial future through personalized guidance, trusted advice, and long‑term relationships. Our success is built on a culture of teamwork, integrity, accountability, and service.

We're looking for an energetic, professional, and motivated Appointment Setter who enjoys connecting with people, building relationships, and creating opportunities. This is a key position within our organization and often serves as the first impression prospective clients have of our firm.

If you're someone who thrives on meaningful conversations, enjoys helping others, and wants to be part of an award‑winning organization that values its people, we'd love to meet you.

About The Role

As an Appointment Setter / Inside Sales Representative, you'll connect with individuals who have expressed interest in learning more about retirement planning and financial services. Your primary responsibility will be building rapport, answering questions, and scheduling appointments for our financial advisors.

This role is ideal for someone who enjoys speaking with people, is naturally persuasive, and understands the importance of creating positive first impressions.

Key Responsibilities

Contact prospective clients provided by the company
Build rapport and establish trust through professional conversations
Introduce prospective clients to Financial Services of America and our services
Schedule appointments for our financial advisors
Conduct follow-up calls, emails, and text communications as needed
Maintain accurate records and notes within our CRM system
Work closely with advisors and team members to ensure a seamless client experience
Consistently meet activity and appointment‑setting goals
Identify opportunities to improve processes and client engagement

Qualifications

Preferred Experience

Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation
Financial services experience is a plus, but not required

Skills And Attributes

Excellent verbal communication and active listening skills
Professional, friendly, and confident phone presence
Strong organizational skills and attention to detail
Comfortable working with CRM software and technology
Self‑motivated with a strong work ethic
Coachable and eager to learn
Positive attitude and team‑oriented mindset
Ability to build trust and connect with people from diverse backgrounds

Compensation

$52,000 Base Salary
Performance‑Based Bonus Opportunities
Additional earning potential based on results

Why Join Financial Services of America?

At FSA, we are committed to helping both our clients and our team members succeed. You'll be joining a growing organization that invests in its people and provides opportunities for professional growth and advancement.

Our Core Values

World Class

Vastly exceeding clients' expectations and building loyalty as a result.

Dedicated

Committed to the success of our clients, teammates, and families.

One Team, One Goal

Working together to achieve extraordinary results.

Driven

Continuously improving and demonstrating initiative in support of the company's vision.

Great Attitude

Enjoying what you do and embracing change with enthusiasm.

Schedule