Appointment Setter

Posted 2 days ago

financial services of americaNew Troy (MI)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Trust, Fiduciary, and Custody Activities

SENIORITY

Mid

SALARY

$52,000 per year

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About the role

Appointment SetterHelp People Retire with Confidence While Building a Rewarding CareerFor 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's Top Workplaces. This distinction reflects our commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are supported, valued, and empowered to grow, they do their best work. As a leading retirement planning firm, we help individuals and families prepare for their financial future through personalized guidance, trusted advice, and long-term relationships. Our success is built on a culture of teamwork, integrity, accountability, and service. We're looking for an energetic, professional, and motivated Appointment Setter who enjoys connecting with people, building relationships, and creating opportunities. This is a key position within our organization and often serves as the first impression prospective clients have of our firm. If you're someone who thrives on meaningful conversations, enjoys helping others, and wants to be part of an award-winning organization that values its people, we'd love to meet you.

About the Role: As an Appointment Setter / Inside Sales Representative, you'll connect with individuals who have expressed interest in learning more about retirement planning and financial services. Your primary responsibility will be building rapport, answering questions, and scheduling appointments for our financial advisors. This role is ideal for someone who enjoys speaking with people, is naturally persuasive, and understands the importance of creating positive first impressions.

Key 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

Qualifications:

Preferred Experience
Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation
Financial services experience is a plus, but not required
Skills and Attributes
Excellent verbal communication and active listening skills
Professional, friendly, and confident phone presence
Strong organizational skills and attention to detail
Comfortable working with CRM software and technology
Self-motivated with a strong work ethic
Coachable and eager to learn
Positive attitude and team-oriented mindset
Ability to build trust and connect with people from diverse backgrounds
Compensation$52,000 Base Salary
Performance-Based Bonus Opportunities
Additional earning potential based on results
Why Join Financial Services of America?
At FSA, we are committed to helping both our clients and our team members succeed. You'll be joining a growing organization that invests in its people and provides opportunities for professional growth and advancement.
Our Core ValuesWorld Class: Vastly exceeding clients' expectations and building loyalty as a result.
Dedicated: Committed to the success of our clients, teammates, and families.
One Team, One Goal: Working together to achieve extraordinary results.
Driven: Continuously improving and demonstrating initiative in support of the company's vision.
Great Attitude: Enjoying what you do and embracing change with enthusiasm.

Schedule: Full-TimeMonday through Friday8:30 AM 5:00 PMBenefitsHealth Benefits 401kPaid Time OffPaid Holidays Bonus Pay

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