Outbound Call Rep / Appointment Setter (Part-Time, Warm List)

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

Job summary

A financial advisory firm in Tampa, FL is seeking a Part-Time Appointment Setter to handle outbound calls to warm leads and schedule in-office appointments for the advisory team. Candidates should have at least 1 year of experience in outbound calling or appointment setting and be comfortable using a CRM system. This role offers $20/hr plus bonuses and the potential to grow into full-time hours based on performance.

Qualifications

• 1+ year outbound calling / appointment setting experience (industry not required).
• Confidence handling 'not interested' without getting rattled.
• Reliable attendance and the ability to stay organized.
• Comfort using a CRM and following a call process.

Responsibilities

• Make outbound calls to warm leads and existing contacts.
• Schedule appointments and confirm details.
• Log clear notes in the CRM for advisor preparation.
• Follow compliance and calling policies.

Skills

Outbound calling experience

Appointment setting

Organizational skills

CRM usage

Job description

Part-Time Appointment Setter (Warm Leads) — $20/hr + bonus

Big Financial Services helps pre-retirees and retirees gain clarity and confidence about retirement. We’re hiring a part-time appointment setter to call warm contacts (marketing inquiries, seminar attendees, existing lists) and book in-office appointments for our advisory team. You’ll be calling people who opted in / requested information / attended an event.

Hours: 20 hours/week to start (opportunity to grow to full-time)

Location: Tampa, FL

What you’ll do

• Make outbound calls to warm leads and existing contacts (no random cold calling)
• Have friendly, professional conversations and schedule appointments
• Confirm basics (availability, best contact info, reason for interest)
• Use simple rebuttals and empathy with retirees/pre-retirees
• Send confirmations/reminders to improve show rate
• Log clear notes in the CRM so advisors are prepared
• Follow compliance and calling policies (DNC, consent, call windows)

What success looks like (clear, measurable)

• Consistent activity: dials, connections, conversations
• Strong appointment volume and quality (right-fit households)
• Clean CRM notes and reliable follow-up
• You build trust quickly — you’re not reading a script like a robot

You’re a fit if you have

• 1+ year outbound calling / appointment setting experience (industry not required)
• Confidence handling “not interested” without getting rattled
• Reliable attendance and the ability to stay organized
• Comfort using a CRM and following a call process