Client Engagement Specialist - Financial Planning Firm

Mason Street Wealth Management; Fresno (CA); On-site; USD 50,000 - 100,000; Full time

Job summary

Mason Street Wealth Management is seeking a confident, driven Professional Phone Representative to convert conversations into appointments for our financial advisory team. You will guide prospects through a structured call framework, follow up persistently, and maintain precise records of outcomes.

A strong, professional phone presence and goal orientation are essential for success. Ideal candidates bring proven phone sales experience, excellent verbal and listening skills, and familiarity with

Qualifications

• Proven success in phone-based sales or inside sales.
• Strong verbal communication and listening skills.
• Ability to follow structured call frameworks while sounding natural.
• Experience with CRM systems and call tracking preferred.
• Financial services experience is a plus—but not required.

Responsibilities

• Speak with prospects and clients by phone with confidence and authority.
• Follow up relentlessly with new and existing prospects—no lead left behind.
• Set high-quality appointments for financial advisors.
• Confirm and reconfirm scheduled appointments to maximize show rates.
• Handle objections calmly, professionally, and effectively.
• Move conversations forward and close for the appointment.
• Document calls, outcomes, and next steps with precision.
• Deliver a polished, professional client experience on every call.

Skills

Phone sales

Appointment setting

Verbal communication

Listening skills

CRM experience

Objection handling

Goal-oriented

Tools

CRM software

Job description

~Be the First Voice of a Trusted Financial Firm~

Your voice opens the door.

Your conversations create opportunity.

Your results directly impact revenue.

We are looking for a confident, persuasive, and highly motivated Professional Phone Representative who knows how to control a conversation, overcome objections, and turn interest into action. If you thrive on performance, momentum, and measurable wins, this role is built for you.

What You’ll Do

• Speak with prospects and clients by phone with confidence and authority
• Follow up relentlessly with new and existing prospects—no lead left behind
• Set high-quality appointments for financial advisors
• Confirm and reconfirm scheduled appointments to maximize show rates
• Handle objections calmly, professionally, and effectively
• Move conversations forward and close for the appointment
• Document calls, outcomes, and next steps with precision
• Deliver a polished, professional client experience on every call

Who You Are

• Sales-oriented and competitive by nature
• Comfortable leading conversations and asking for commitment
• Skilled at handling objections without hesitation or defensiveness
• Self-motivated, disciplined, and driven by results
• Organized, reliable, and detail-focused
• Confident representing a professional financial firm
• Energized by goals, metrics, and daily performance targets

Experience & Qualifications

• Proven success in phone-based sales, appointment setting, or inside sales
• Strong verbal communication and listening skills
• Ability to follow structured call frameworks while sounding natural
• Experience with CRM systems and call tracking preferred
• Financial services, insurance, or advisory experience is a plus—but not required

What Success Looks Like

• High appointment booking and show rates
• Consistent follow-up and pipeline movement
• Professional, confident, and compliant phone presence

Salary/Bonus Structure :

50K - 100k Based on Performance

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If you want a role where effort equals results—and where your performance actually matters—this is your seat.