Appointment Setter

Role Overview

This position involves generating new business revenues by supporting a Licensed Financial Services Agent/Advisor through qualifying leads and scheduling sales appointments for the closing team. The main goal is to create conversations that lead to sales opportunities from inbound leads and sustained follow-ups.

Key Responsibilities

• Convert at least 85% of incoming leads into initial appointments while achieving a 70% or higher show rate.
• Perform daily team-related activities such as meetings and reporting tasks efficiently.
• Manage and track pipeline opportunities effectively.
• Initiate calls and follow-ups autonomously to maintain a steady lead flow.

Essential Competencies

• Strong interpersonal skills to build rapport naturally with prospects, regardless of extroversion level.
• Integrity and reliability — commitment to honesty and following through on commitments made to potential clients.
• High motivation and work ethic, with willingness to invest time in developing the role and generating appointments.
• Proactive mindset to analyze performance projections and adjust behaviors to meet goals.
• Attention to detail for maintaining accurate records and CRM updates.
• Calmness and composure during important conversations to assist prospects in making informed decisions.

Requirements

• Comfortable with making phone calls and engaging new people via telephone and video conferencing.
• Excellent communication skills across phone, email, and text platforms.
• Curious and driven to learn and improve continuously.
• Quiet home office environment to conduct calls professionally.
• Reliable high-speed internet connection (minimum 25 Mbps download speed).
• Modern computer hardware (less than 3 years old) equipped with high-quality video camera and audio devices suitable for meetings.
• Fluent English communication skills, both oral and written.
• Available to work hours aligned with US Central Time zone: Monday through Friday, 9 am to 5 pm CT.