Financial Appointment Scheduler/Assistance (On Site)

United Placement Group; Bradenton (FL); On-site; USD 10,000 - 60,000; Full time

Job summary

A leading financial services company in Bradenton is seeking a dedicated Financial Advisor Assistant / Appointment Scheduler to support agents and manage client appointments. Ideal candidates are organized and detail-oriented professionals with strong communication skills, ready to thrive in a dynamic work environment. Join to contribute to clients' financial success while advancing your own career.

Benefits

Hourly pay plus commission

Health, Dental, Vision, and Life Insurance after 90 days

Holiday Pay, PTO, and Vacation

401K with company match

Qualifications

• Previous experience in sales, appointment mapping, or agent sales support preferred.
• Ability to work independently and as a team player.

Responsibilities

• Organize and schedule appointments for financial advisors.
• Make outbound calls to existing leads to confirm or set appointments.
• Provide administrative support to financial advisors during field visits.

Skills

Organized

Professional

Detail-oriented

Excellent telephone etiquette

Articulate communication skills

Ability to handle objections

Skilled at building client rapport

Comfortable working in a fast-paced environment

Tools

Windows-based programs

Job description

This is not a remote position. You must be able to work on-site at our office.

Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201

About Alliance America:
With four decades of experience, Alliance America is a privately owned, technology-powered financial services company dedicated to helping American consumers achieve their financial planning goals. We hold an A+ BBB rating and are committed to innovation, professionalism, and the ongoing development of our employees. We believe Financial Planners should focus on guiding clients to a secure financial future—not getting bogged down in administrative tasks.

Position Overview

We are seeking a service-orientedFinancial Advisor Assistant / Appointment Schedulerto support our agents during field visits and help organize a wide range of appointments for our growing customer base. This is anin-office, outbound calling role (no cold calling)based at our Bradenton office. You will collaborate closely with financial advisors and provide essential administrative support in a fast-paced, professional environment.

Key Responsibilities

• Organize and schedule appointments for financial advisors using our expanding client base
• Make outbound calls to existing leads to confirm, reschedule, or set appointments—no cold calling
• Provide administrative support to financial advisors during field visits
• Maintain accurate records of appointments and client communications
• Build rapport with clients and deliver a high standard of customer service
• Handle objections and overcome them using training tools and provided scripts
• Collaborate with the advisor team to ensure a seamless client experience
• Work with Windows-based programs and maintain attention to detail in all documentation
• Meet deadlines and contribute to the overall efficiency of the office

Requirements

• Organized, professional, and detail-oriented
• Excellent telephone etiquette and articulate communication skills
• Previous experience in sales, appointment mapping, or agent sales support preferred
• Ability to handle objections effectively with provided training
• Strong work ethic and reliable attendance
• Familiarity with Windows-based programs
• Ability to work independently and as a team player
• Skilled at building client rapport
• Comfortable working in a fast-paced environment

Compensation & Benefits

• Hourly pay plus commission
• W-2 compensation, paid weekly
• Health, Dental, Vision, and Life Insurance after 90 days
• Holiday Pay, PTO, and Vacation
• 401K with company match

This is not a remote position. You must be able to work on-site at our office.

Ready to help clients achieve their financial goals while growing your own career?
Apply today to join Alliance America as a Financial Advisor Assistant / Appointment Scheduler!