Outbound Call Rep / Appointment Setter (Part-Time, Warm List)
Magellan Financial & Insurance Services, Inc., Tampa, FL, United States
If you love talking to people, can stay upbeat through “not interested,” and get real satisfaction from filling a calendar with quality appointments—this is your lane.
At
Big Financial Services , we help families approach retirement with more clarity and confidence. Your job is simple (but not easy):
make outbound calls to the people already in our world , start genuine conversations, and schedule appointments for them to come into the office. Compensation:
$20/hr + Commissions (Structured based on appointments set) Hours:
20/hr a week to start (could grow into Full-Time) What you’ll do
Make outbound calls to warm contacts (marketing leads, inquiries, past attendees, existing lists, etc.) Start friendly, professional conversations and
book in-office appointments Confirm key details (availability, best contact info, basic interest/needs) Handle light objections with confidence and empathy (especially with retirees and pre-retirees) Send confirmations and reminders; help improve show rates Log accurate notes in our CRM so the advisors are fully prepared Follow call policies and compliance expectations (Do-Not-Call, consent, call times, scripting) What “great” looks like in this role
Consistent daily activity (dials, connects, conversations) Strong appointment volume
and
quality Clean CRM notes, good follow-up habits, high professionalism You don’t just “dial”—you build trust in under 3 minutes You’ll fit well if you…
Have outbound calling / appointment setting experience (financial services is a plus, not required) Communicate clearly, confidently, and professionally Can handle rejection without taking it personally Are organized and comfortable working inside a CRM Bring high energy, reliability, and a team-first attitude
#J-18808-Ljbffr
Big Financial Services , we help families approach retirement with more clarity and confidence. Your job is simple (but not easy):
make outbound calls to the people already in our world , start genuine conversations, and schedule appointments for them to come into the office. Compensation:
$20/hr + Commissions (Structured based on appointments set) Hours:
20/hr a week to start (could grow into Full-Time) What you’ll do
Make outbound calls to warm contacts (marketing leads, inquiries, past attendees, existing lists, etc.) Start friendly, professional conversations and
book in-office appointments Confirm key details (availability, best contact info, basic interest/needs) Handle light objections with confidence and empathy (especially with retirees and pre-retirees) Send confirmations and reminders; help improve show rates Log accurate notes in our CRM so the advisors are fully prepared Follow call policies and compliance expectations (Do-Not-Call, consent, call times, scripting) What “great” looks like in this role
Consistent daily activity (dials, connects, conversations) Strong appointment volume
and
quality Clean CRM notes, good follow-up habits, high professionalism You don’t just “dial”—you build trust in under 3 minutes You’ll fit well if you…
Have outbound calling / appointment setting experience (financial services is a plus, not required) Communicate clearly, confidently, and professionally Can handle rejection without taking it personally Are organized and comfortable working inside a CRM Bring high energy, reliability, and a team-first attitude
#J-18808-Ljbffr