Growth-Focused Appointment Generator

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Peak Retirement Planning, Inc. seeks proactive, results-driven individuals to join our fast-growing team in Columbus, OH.

You will call, text, and email prospective clients to schedule appointments with our financial planners, and you will support a team that handles thousands of client inquiries each year with a focus on white-glove service. Ideal candidates demonstrate an A+ player mentality, a servant's heart, and a rocketship mindset—eager to grow with us for 30+ years and to contribute to a

Qualifications

• A+ Player: elite performer who drives results and does not need to be told twice.
• Foxhole Team Member: serves others, supports teammates, and prioritizes client service.
• Rocketship Mentality: eager to join a fast-growing startup with a strong upside and long-term commitment.

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 engagement efforts.
• Engage with prospects in a manner that reflects the high level of service we provide to clients.

Skills

A+ Player

Team player

Growth mindset

Job description

Peak Retirement Planning, Inc. seeks proactive, results-driven individuals to join our fast-growing team in Columbus, OH.

You will call, text, and email prospective clients to schedule appointments with our financial planners, and you will support a team that handles thousands of client inquiries each year with a focus on white-glove service. Ideal candidates demonstrate an A+ player mentality, a servant's heart, and a rocketship mindset—eager to grow with us for 30+ years and to contribute to a