Inside Sales & Appointment Specialist

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

A Pittsburgh-area wealth management practice that focuses on retirement planning and is on a growth path has asked us to find an Appointment Specialist whose work leans toward inside sales. The ideal hire brings energy, likes people, and is driven by results. You should enjoy talking on the phone, earn trust in short order, and know how to move a pleasant conversation toward a real commitment. The schedule is hybrid.

This seat is measured by what you produce. The practice will hand you prospects. You will reach out, figure out whether each one is a fit, and set up introductory meetings with its advisors. Ongoing marketing paid for by the practice keeps a steady flow of names coming in. Your role is to make sure every one gets attention and that as many as possible turn into qualified meetings.

What You Bring

• 2+ years working in lead conversion, business development, inside sales, or appointment setting
• A friendly, polished phone manner that makes you easy to talk to, backed by clear verbal communication
• Ease with high daily volumes of outbound dialing
• A style that is confident, engaging, and tenacious while keeping the pressure low
• Drive that comes from defined goals and from results that are measured and rewarded
• Dependable follow-through and solid organization
• Careful attention to detail, especially when it comes to accurate CRM records
• Comfort following set scripts and procedures yet still sounding conversational

Bonus Points

• 5+ years in outbound business development, inside sales, or appointment setting
• Prior work in an industry with strict compliance requirements
• Hands-on experience with CRM tools and managing a pipeline
• Base pay of $50,000 - $65,000
• Annual earnings of $100,000 - $120,000+ possible for top performers
• Incentive compensation linked to qualified appointments and overall results
• Retirement savings through a 401(k) with a company match
• Medical coverage, with the practice paying part of the premium for you and your dependents
• Disability coverage
• Paid time off, with details available on request

Team and Setting

The role is hybrid and based in the Pittsburgh area. It's a small team, which has grown considerably in recent years yet still feels tight-knit and cooperative. Staff call it welcoming, supportive, and hardworking. Colleagues are driven, and effort gets noticed and rewarded. People step in where needed and collaborate easily across groups. Those who are adaptable, engaged, and accountable for their own results tend to do well here.