Elite Appointment Setter for Fast-Growth Financial Firm

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 42,000 - 68,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a proactive outreach professional to engage prospective clients and schedule meetings with our financial planners. You will contribute to a high-energy team focused on delivering exceptional client experiences.

We value a relentless work ethic, teamwork, and a growth mindset, with a culture built around taking initiative and providing top-tier service to our clients.

Qualifications

• A+ Player: elite performer who acts with urgency and ownership.
• Foxhole Team: servant-hearted with a willingness to help others.
• Rocketship Mindset: growth-focused and long-tenure oriented.

Responsibilities

• Call, text, and email prospective clients to schedule them with our financial planners.
• Support a team that handles a large volume of client inquiries and content requests.
• Engage with prospects in a manner reflective of our White Glove service.

Skills

A+ Player

Foxhole Team

Rocketship Mindset

Job description

Peak Retirement Planning, Inc. in Columbus, OH is seeking a proactive outreach professional to engage prospective clients and schedule meetings with our financial planners. You will contribute to a high-energy team focused on delivering exceptional client experiences.

We value a relentless work ethic, teamwork, and a growth mindset, with a culture built around taking initiative and providing top-tier service to our clients.