Powerful Phone-Based Appointment Setter — Financial Services

Mason Street Wealth Management; Fresno (CA); On-site; USD 50,000 - 100,000; Full time

Job summary

Mason Street Wealth Management is seeking a confident, driven Professional Phone Representative to convert conversations into appointments for our financial advisory team. You will guide prospects through a structured call framework, follow up persistently, and maintain precise records of outcomes.

A strong, professional phone presence and goal orientation are essential for success. Ideal candidates bring proven phone sales experience, excellent verbal and listening skills, and familiarity with

Qualifications

• Proven success in phone-based sales or inside sales.
• Strong verbal communication and listening skills.
• Ability to follow structured call frameworks while sounding natural.
• Experience with CRM systems and call tracking preferred.
• Financial services experience is a plus—but not required.

Responsibilities

• Speak with prospects and clients by phone with confidence and authority.
• Follow up relentlessly with new and existing prospects—no lead left behind.
• Set high-quality appointments for financial advisors.
• Confirm and reconfirm scheduled appointments to maximize show rates.
• Handle objections calmly, professionally, and effectively.
• Move conversations forward and close for the appointment.
• Document calls, outcomes, and next steps with precision.
• Deliver a polished, professional client experience on every call.

Skills

Phone sales

Appointment setting

Verbal communication

Listening skills

CRM experience

Objection handling

Goal-oriented

Tools

CRM software

Job description

Mason Street Wealth Management is seeking a confident, driven Professional Phone Representative to convert conversations into appointments for our financial advisory team. You will guide prospects through a structured call framework, follow up persistently, and maintain precise records of outcomes.

A strong, professional phone presence and goal orientation are essential for success. Ideal candidates bring proven phone sales experience, excellent verbal and listening skills, and familiarity with