Appointment Setter

The Spencer Financial Group; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Join a leading financial services company with a mission to support veterans and service-minded individuals. Enjoy a remote career with warm leads, comprehensive training, and significant growth opportunities. Ideal for motivated self-starters eager to make an impact while achieving uncapped income potential.

Benefits

Uncapped Income

Warm Leads Only

Full Training & Mentorship

100% Remote Work

Growth & Leadership Opportunities

Supportive Culture

Qualifications

• Desire to help others in financial services.
• Coachable and adaptable nature.
• Access to technology (phone, laptop, stable internet).

Responsibilities

• Respond to warm leads and consult with clients.
• Educate individuals on financial protection and insurance solutions.
• Use our CRM system to manage follow-ups and track success.

Skills

Motivation

Communication

Adaptability

Education

Life/Health Insurance License

Job description

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The Spencer Financial Group provided pay range

This range is provided by The Spencer Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $65,000.00/yr

Remote Career in Financial Services

No Cold Calling | Full Training | Uncapped Income | Work from Anywhere

Join Spencer Financial Group — Where Purpose Meets Opportunity

Are you passionate about helping others, eager to grow professionally, and ready to launch a fulfilling remote sales career in the financial services industry? At Spencer Financial Group, we serve veterans, military spouses, and service-minded individuals — and we're expanding our mission-driven team!

What We Offer

• Warm Leads Only – No cold calling. Work with clients who’ve already requested our help.
• Full Training & Mentorship – New to financial services? We provide daily mentorship and step-by-step training from industry leaders.
• 100% Remote – Design your schedule. Work from anywhere with Wi-Fi.
• Uncapped Income – Base commissions, bonuses, performance incentives, and paid trips.
• Growth & Leadership Opportunities – We promote from within and invest in your success.
• Make a Real Impact – Help families protect what matters most while building a career you love.
• Supportive, Team-Oriented Culture – Be part of a community that uplifts, collaborates, and celebrates wins together.
• Respond to warm leads and consult with clients via Zoom or phone.
• Educate individuals on financial protection and insurance solutions.
• Guide clients through decision-making with empathy and professionalism.
• Use our CRM system to manage follow-ups and track your success.
• Engage in weekly training and mentorship to stay sharp and earn more.
• Meet performance goals to unlock bonuses and advancement.

Who Thrives Here

• Motivated self-starters with a desire to help others.
• Strong communicators who are coachable and adaptable.
• Individuals who value flexibility, autonomy, and growth.
• Willing to obtain a Life/Health Insurance License (support provided).
• Tech-friendly with access to a phone, laptop, and stable internet.
• Have a quiet, focused work environment and can pass a background check.

We welcome individuals from diverse industries—retail, customer service, healthcare, education, military, and beyond. If you're ready to grow, we’re ready to train you.

Let’s build a future where you love what you do and feel great about who you’re helping.

Seniority Level: Entry Level

Industry: Financial Services | Insurance | Business Consulting

Employment Type: Full-Time

Functions: Sales | Business Development | Customer Success

#RemoteCareer #SalesJobs #FinancialServices #WorkFromHome #Veterans #MilitarySpouses #SalesOpportunity #NoColdCalling #TrainingProvided #SpencerFinancialGroup #HiringNow #InsuranceJobs #CareerGrowth #EntryLevelJobs

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Financial Services, Business Consulting and Services, and Insurance

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