Inside Sales: Retirement Planning Appointment Setter

Financial Services of America Inc; Troy (MI); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Bonus Pay

Job summary

Financial Services of America Inc. is seeking an energetic Appointment Setter / Inside Sales Representative to connect with individuals interested in retirement planning and financial services.

You will build rapport, answer questions, and schedule appointments for our financial advisors, acting as the first point of contact for prospective clients. The role emphasizes strong communication, a consultative approach, and a team-driven environment.

Qualifications

• Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation.
• Proficiency with CRM software and technology.
• Excellent verbal communication and active listening skills.
• Professional, friendly, and confident phone presence.

Responsibilities

• Contact prospective clients provided by the company.
• Build rapport and establish trust through professional conversations.
• Introduce prospective clients to Financial Services of America and our services.
• Schedule appointments for our financial advisors.
• Conduct follow-up calls, emails, and text communications as needed.
• Maintain accurate records and notes within our CRM system.
• Work closely with advisors and team members to ensure a seamless client experience.
• Consistently meet activity and appointment-setting goals.
• Identify opportunities to improve processes and client engagement.

Skills

Appointment setting

Inside sales

Customer service

Telemarketing

Lead generation

CRM software

Phone communication

Tools

CRM software

Job description

Financial Services of America Inc. is seeking an energetic Appointment Setter / Inside Sales Representative to connect with individuals interested in retirement planning and financial services.

You will build rapport, answer questions, and schedule appointments for our financial advisors, acting as the first point of contact for prospective clients. The role emphasizes strong communication, a consultative approach, and a team-driven environment.