Appointment Setter (Part-Time) - Remote
Advisor Talent Solutions, Oklahoma City, OK, United States
Excellent communicator
Position: Appointment Setter (Part-Time)
Firm: South Shore Retirement Services
Location: Remote
Are you looking to advance your career and truly make a difference? Are you an organized, self‑motivated individual with excellent interpersonal skills? Our busy financial firm, South Shore Retirement Services, located in Hingham, MA, is looking for a Part‑Time Appointment Setter. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels.
This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, etc.
The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow‑up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.
Key Traits
Highly personable with a positive attitude
Excellent communicator
Ability to work independently with little supervision
Remarkable organizational and prioritization skills, with meticulous attention to detail
Goal‑driven team player with a results‑driven approach
Strong work ethic
An entrepreneurial perspective to build client base
Great customer service skills
Present self with a professional and polite manner
Comfortable communicating over phone and email, leveraging tools like Salesforce, Redtail, Hubspot, Microsoft Office, calendar, scheduling, and similar technology
Minimum Requirements
2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
Proficient with MS Office Suite
Experience with a CRM, Redtail, and Hubspot is a bonus
Exceptional time management skills
Proven record of getting prospects/clients engaged
Position Responsibilities
Calling and scheduling with prospective clients
Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email
Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
Consistent follow‑up with prospective clients
Assist in the management of the Advisor’s calendar through setting first appointments
Follow all protocols for appointment setting, including naming conversation, color coding and tracking
Speak with confidence about the firm’s mission, core competencies, the services we provide and the content we produce
Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
Update CRM with details on all conversations and appointments
Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
Perform other duties and projects as assigned
What You’ll Get Pay & Perks
$25/hr plus bonuses
Hours
Up to 15 hours a week
Make your own schedule, evenings may be needed
Presented by Advisor Talent Solutions. Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com
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Position: Appointment Setter (Part-Time)
Firm: South Shore Retirement Services
Location: Remote
Are you looking to advance your career and truly make a difference? Are you an organized, self‑motivated individual with excellent interpersonal skills? Our busy financial firm, South Shore Retirement Services, located in Hingham, MA, is looking for a Part‑Time Appointment Setter. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels.
This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, etc.
The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow‑up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.
Key Traits
Highly personable with a positive attitude
Excellent communicator
Ability to work independently with little supervision
Remarkable organizational and prioritization skills, with meticulous attention to detail
Goal‑driven team player with a results‑driven approach
Strong work ethic
An entrepreneurial perspective to build client base
Great customer service skills
Present self with a professional and polite manner
Comfortable communicating over phone and email, leveraging tools like Salesforce, Redtail, Hubspot, Microsoft Office, calendar, scheduling, and similar technology
Minimum Requirements
2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
Proficient with MS Office Suite
Experience with a CRM, Redtail, and Hubspot is a bonus
Exceptional time management skills
Proven record of getting prospects/clients engaged
Position Responsibilities
Calling and scheduling with prospective clients
Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email
Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
Consistent follow‑up with prospective clients
Assist in the management of the Advisor’s calendar through setting first appointments
Follow all protocols for appointment setting, including naming conversation, color coding and tracking
Speak with confidence about the firm’s mission, core competencies, the services we provide and the content we produce
Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
Update CRM with details on all conversations and appointments
Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
Perform other duties and projects as assigned
What You’ll Get Pay & Perks
$25/hr plus bonuses
Hours
Up to 15 hours a week
Make your own schedule, evenings may be needed
Presented by Advisor Talent Solutions. Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com
#J-18808-Ljbffr