Part-Time Appointment Setter - Warm Leads (Retirement)

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

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.