The Sales Appointment Setter plays a critical role in supporting firm growth by managing prospect outreach, scheduling qualified appointments, and maintaining advisors’ calendars at or above required activity levels. This position serves as a primary point of contact for prospective clients, ensuring timely follow-up, accurate CRM documentation, and a professional client experience from first contact through appointment confirmation. This role is 100% in the office, Monday through Friday. Attendance at all client seminars and events is required. Base salary is $40,000 with an incentive compensation based on the first appointment held. Incentive is paid out bi-weekly. Responsibilities: • Ensure each advisor’s calendar meets or exceeds the minimum number of appointments on a day-to-day basis • Call, schedule, and follow up with prospects for appointments from seminars and events • Call all prospective clients, record results in the database, and follow up regularly until the prospect comes in for a visit, dies, moves without a forwarding address, or asks to be removed from a follow-up call list • Mail the first appointment letter upon scheduling an appointment • Call and confirm every appointment for the following day • Call qualified prospects for personal event invitations • Mail a confirmation letter upon scheduling of the review meeting • Input prospects and keep the database/CRM program up-to-date • Manage the advisor’s calendar regarding appointment rescheduling • Input notes to the database/CRM of phone calls made and appointments set • Track client referrals • Prequalify RSVPs for upcoming seminars Qualifications: • Sales Experience Required • Administrative Experience • Top-notch verbal, written, and interpersonal skills (English) • Outstanding listening skills and attention to detail • Excellent phone etiquette • A professional and courteous disposition Compensation: $40,000 - $45,000 yearly

• Ensure each advisor’s calendar meets or exceeds the minimum number of appointments on a day-to-day basis • Call, schedule, and follow up with prospects for appointments from seminars and events • Call all prospective clients, record results in the database, and follow up regularly until the prospect comes in for a visit, dies, moves without a forwarding address, or asks to be removed from a follow-up call list • Mail the first appointment letter upon scheduling an appointment • Call and confirm every appointment for the following day • Call qualified prospects for personal event invitations • Mail a confirmation letter upon scheduling of the review meeting • Input prospects and keep the database/CRM program up-to-date • Manage the advisor’s calendar regarding appointment rescheduling • Input notes to the database/CRM of phone calls made and appointments set • Track client referrals • Prequalify RSVPs for upcoming seminars