Insurance Client Service Representative

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 (FSA) is seeking an energetic Appointment Setter to act as the first impression for potential clients. The role involves building rapport, answering questions, and scheduling meetings for our retirement planning team.

You will engage with individuals interested in financial services, maintain CRM notes, and collaborate with financial advisors to ensure a smooth client experience.

Qualifications

• Experience in appointment setting, inside sales, or lead generation.
• Excellent verbal communication and active listening.
• Comfortable using CRM systems.

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

Verbal communication

Active listening

Phone presence

CRM software

Organizational skills

Teamwork

Self-motivated

Coachable

Tools

CRM software

Job description

Help People Retire with Confidence While Building a Rewarding Career

Job Type: Full-time

Pay: $52,000.00 per year

Workplace Location

• In-Office/On Site

For 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's Top Workplaces. This distinction reflects our commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are supported, valued, and empowered to grow, they do their best work.

As a leading retirement planning firm, we help individuals and families prepare for their financial future through personalized guidance, trusted advice, and long-term relationships. Our success is built on a culture of teamwork, integrity, accountability, and service.

We're looking for an energetic, professional, and motivated Appointment Setter who enjoys connecting with people, building relationships, and creating opportunities. This is a key position within our organization and often serves as the first impression prospective clients have of our firm.

If you're someone who thrives on meaningful conversations, enjoys helping others, and wants to be part of an award-winning organization that values its people, we'd love to meet you.

About The Role

As an Appointment Setter / Inside Sales Representative, you'll connect with individuals who have expressed interest in learning more about retirement planning and financial services. Your primary responsibility will be building rapport, answering questions, and scheduling appointments for our financial advisors.

This role is ideal for someone who enjoys speaking with people, is naturally persuasive, and understands the importance of creating positive first impressions.

Key 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

Preferred Experience

• Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation
• Financial services experience is a plus, but not required

Skills And Attributes

• Excellent verbal communication and active listening skills
• Professional, friendly, and confident phone presence
• Strong organizational skills and attention to detail
• Comfortable working with CRM software and technology
• Self-motivated with a strong work ethic
• Coachable and eager to learn
• Positive attitude and team-oriented mindset
• Ability to build trust and connect with people from diverse backgrounds

Compensation

• $52,000 Base Salary
• Performance-Based Bonus Opportunities
• Additional earning potential based on results

Why Join Financial Services of America?

At FSA, we are committed to helping both our clients and our team members succeed. You'll be joining a growing organization that invests in its people and provides opportunities for professional growth and advancement.

Our Core Values

World Class

Vastly exceeding clients' expectations and building loyalty as a result.

Dedicated

Committed to the success of our clients, teammates, and families.

One Team, One Goal

Working together to achieve extraordinary results.

Driven

Continuously improving and demonstrating initiative in support of the company's vision.

Great Attitude

Enjoying what you do and embracing change with enthusiasm.

Schedule

• Full-Time
• Monday through Friday
• 8:30 AM - 5:00 PM

Benefits

• Health Benefits
• 401k
• Paid Time Off
• Paid Holidays
• Bonus Pay