Outbound Appointment Setter for Financial Services

Magellan Financial & Insurance Services, Inc.; Tampa (FL); On-site; USD 22,730 - 32,373; Part time

Job summary

A financial services company in Tampa, FL is seeking individuals for outbound calling to assist in scheduling in-office appointments. The ideal candidates should possess experience in appointment setting, excellent communication skills, and a reliability to handle objections. This role involves making calls to warm contacts and maintaining organized records in a CRM. Competitive compensation includes hourly pay plus commissions on appointments made.

Qualifications

• Experience in outbound calling or appointment setting preferred.
• Must communicate clearly and confidently.
• Organizational skills required for working in a CRM.

Responsibilities

• Make outbound calls to warm contacts to schedule appointments.
• Handle objections with empathy and professionalism.
• Log accurate notes in the CRM for advisors.

Skills

Outbound calling experience

Appointment setting

Professional communication

Ability to handle rejection

Organizational skills

Tools

CRM software

Job description

A financial services company in Tampa, FL is seeking individuals for outbound calling to assist in scheduling in-office appointments. The ideal candidates should possess experience in appointment setting, excellent communication skills, and a reliability to handle objections. This role involves making calls to warm contacts and maintaining organized records in a CRM. Competitive compensation includes hourly pay plus commissions on appointments made.