Retirement Planning Appointment Setter

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

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.