Inside Sales Scheduler – Warm Leads, Quality Appointments

Mid-American Wealth

Kansas City (MO)

On-site

USD 50,000 - 70,000

Full time

5 days ago
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Benefits offered by this job

Competitive base salary plus bonuses
Warm leads — no cold calling
Comprehensive training and coaching
Career growth within a growing firm
Collaborative team environment

Job summary

Mid-American Wealth Advisory Group is seeking an Inside Sales Scheduler with a proven background in telephone sales, inside sales, and appointment setting. This is not an entry-level position; you must be confident on the phone, build rapport quickly, overcome objections, and consistently schedule qualified appointments for our financial advisors.

Base pay is $50,000 annually plus commission up to $20,000 if hitting your quota.

Qualifications

  • Proven success in appointment setting, business development, or outbound/inbound sales.
  • Excellent communication and active listening skills.
  • Ability to build rapport quickly and handle objections effectively.
  • Strong organizational skills and attention to detail.
  • Self-motivated, goal-oriented, and coachable.

Responsibilities

  • Contact warm prospects generated through marketing efforts.
  • Build trust and establish meaningful relationships over the phone.
  • Qualify prospective clients based on guidelines.
  • Schedule appointments for financial advisors.
  • Handle objections professionally while maintaining a positive experience.
  • Follow up timely with prospects until a decision is made.
  • Document all client interactions in the CRM.
  • Meet or exceed daily activity and appointment-setting goals.
  • Collaborate with advisors to ensure smooth prospect-to-appointment transitions.

Skills

Appointment setting
Telephone sales
Inside sales
Rapport building
Communication skills
Organization

Job description

Mid-American Wealth Advisory Group is seeking an Inside Sales Scheduler with a proven background in telephone sales, inside sales, and appointment setting. This is not an entry-level position; you must be confident on the phone, build rapport quickly, overcome objections, and consistently schedule qualified appointments for our financial advisors.

Base pay is $50,000 annually plus commission up to $20,000 if hitting your quota.

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