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 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

If you love talking to people, can stay upbeat through “not interested,” and get real satisfaction from filling a calendar with quality appointments—this is your lane.

At Big Financial Services, we help families approach retirement with more clarity and confidence. Your job is simple (but not easy): make outbound calls to the people already in our world, start genuine conversations, and schedule appointments for them to come into the office.

Compensation: $20/hr + Commissions (Structured based on appointments set)

Hours: 20/hr a week to start (could grow into Full-Time)

What you’ll do

• Make outbound calls to warm contacts (marketing leads, inquiries, past attendees, existing lists, etc.)
• Start friendly, professional conversations and book in-office appointments
• Confirm key details (availability, best contact info, basic interest/needs)
• Handle light objections with confidence and empathy (especially with retirees and pre-retirees)
• Send confirmations and reminders; help improve show rates
• Log accurate notes in our CRM so the advisors are fully prepared
• Follow call policies and compliance expectations (Do-Not-Call, consent, call times, scripting)

What “great” looks like in this role

• Consistent daily activity (dials, connects, conversations)
• Strong appointment volume and quality
• Clean CRM notes, good follow-up habits, high professionalism
• You don’t just “dial”—you build trust in under 3 minutes

You’ll fit well if you…

• Have outbound calling / appointment setting experience (financial services is a plus, not required)
• Communicate clearly, confidently, and professionally
• Can handle rejection without taking it personally
• Are organized and comfortable working inside a CRM
• Bring high energy, reliability, and a team-first attitude