Hybrid Appointment Setter – Retirement Planning Leads

Miller Retirement Group; Lawrence (KS); Hybrid; USD 35,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

PTO

Retirement plan with 3% match

Job summary

Miller Retirement Group in Lawrence, KS, is seeking a motivated Appointment Setter to connect with prospects and schedule meetings with financial advisors. This role requires strong phone skills and the ability to maintain organized records in our CRM.

The Appointment Setter is expected to exceed call and appointment targets and build trust with clients. This opportunity offers a competitive salary ranging from $35k to $60k, depending on experience, along with performance bonuses and benefits like health insurance and a retirement plan.

Qualifications

• High school diploma required.
• Skilled in building strong, trust-based relationships with clients.
• Comfortable making outbound calls.

Responsibilities

• Outstanding phone skills and friendly manner speaking with clients.
• Schedule qualified prospects for consultations with financial advisors.
• Maintain accurate records of calls, notes, and appointments in our CRM.

Skills

Outstanding phone skills

Building strong relationships

Comfortable making outbound calls

Highly organized

Self-motivated

Education

High School Diploma

Tools

CRM (Redtail)

Job description

Miller Retirement Group in Lawrence, KS, is seeking a motivated Appointment Setter to connect with prospects and schedule meetings with financial advisors. This role requires strong phone skills and the ability to maintain organized records in our CRM.

The Appointment Setter is expected to exceed call and appointment targets and build trust with clients. This opportunity offers a competitive salary ranging from $35k to $60k, depending on experience, along with performance bonuses and benefits like health insurance and a retirement plan.