Hybrid Inside Sales & Appointment Specialist | Pittsburgh

The Well; Pittsburgh (Allegheny County); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Incentive compensation

401(k) with company match

Medical coverage

Disability coverage

Paid time off

Job summary

The Well in Pittsburgh is seeking an Appointment Specialist focused on inside sales. You will reach out to prospects, qualify fit, and schedule introductory meetings with our advisors. The hybrid schedule blends in-office collaboration with remote outreach.

You should enjoy talking on the phone, earn trust quickly, and stay organized with CRM records. The role rewards results with incentive pay and a steady pipeline from ongoing marketing.

Qualifications

• 2+ years in lead conversion, business development, inside sales, or appointment setting.
• Polished phone manner with clear verbal communication.
• Comfort with high volumes of outbound dialing.
• Confident, engaging, tenacious while keeping pressure low.
• Results-driven with measurable, rewarded outcomes.
• Reliable follow-through and strong organization.
• Keen attention to detail in CRM records.
• Ability to follow scripts while sounding conversational.

Responsibilities

• Reach out to prospects and determine fit for our advisory team.
• Set up introductory meetings with our wealth advisors.
• Maintain a steady flow of names and coordinate scheduling.
• Ensure CRM records are accurate and up to date.

Skills

Lead conversion

Phone communication

Outbound dialing

Follow-through

CRM data upkeep

Scripted conversations

Attention to detail

Tools

CRM tools

Job description

The Well in Pittsburgh is seeking an Appointment Specialist focused on inside sales. You will reach out to prospects, qualify fit, and schedule introductory meetings with our advisors. The hybrid schedule blends in-office collaboration with remote outreach.

You should enjoy talking on the phone, earn trust quickly, and stay organized with CRM records. The role rewards results with incentive pay and a steady pipeline from ongoing marketing.