Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

About Us We’re growing and looking for a motivated Appointment Setter to join our team and play a key role in helping people take the first step toward a Rock Solid Retirement. At the core of what we do is a simple philosophy: Protect. Preserve. Grow. That means keeping our clients' money safe from unnecessary risk, building tax-efficient income plans, and giving them the confidence to enjoy retirement on their terms.

What You’ll Do

As an Appointment Setter, you’ll be the friendly first point of contact for prospective clients who have shown interest in our services—whether through downloading a guide, taking our retirement quiz, or attending one of our events. Your goal? Start the conversation, understand their needs, and book a time for them to speak with one of our licensed advisors.

Responsibilities:

Make outbound calls to warm leads (no cold calling)

Respond to inbound inquiries from campaigns, events, and online ads

Qualify leads based on simple criteria

Schedule phone or in-person appointments using our CRM system

Follow up on no-shows and reschedule as needed

Keep accurate records of interactions and lead status

Collaborate with marketing and advisory teams to improve conversion rates

What We’re Looking For

Excellent verbal communication and listening skills

A friendly, professional phone presence

Comfortable handling objections and staying positive

Strong attention to detail and organizational skills

Computer/CRM skills

Prior experience in financial services, insurance, or appointment setting is a plus—but not required