Financial Services Appointment Specialist

A financial advisory firm in Cranberry Township, PA is seeking an Appointment Coordinator to manage client engagement through scheduling and follow-ups. The ideal candidate will have a high school diploma and 2+ years of relevant experience in sales or working alongside financial advisors. Responsibilities include calling prospective clients, maintaining CRM records, and ensuring appointment protocols are followed. This position offers a base salary of $40k-$50k plus uncapped commission and includes benefits such as health and dental insurance. #J-18808-Ljbffr