Appointment Setter Lawrence, KS
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Job Location:
Lawrence, KS - USA
Yearly Salary:
$ 35 - 60
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Appointment Setter
Firm: Miller Retirement Group
Location: Lawrence KS
Overview:
Miller Retirement Group with a location in Lawrence KS is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. Our advisors focus on retirement income planning tax strategies wealth management and legacy planning.
We generate a high volume of qualified leads through television marketing educational events and digital campaigns. We are looking for a motivatedAppointment Setterto connect with these prospects and schedule meetings with our financial advisors.
This is an excellent opportunity for someone who enjoys talking with people is driven by performance and wants to build a career in financial services.
What youll do:
- Outstanding phone skills and a confident friendly manner speaking with clients
- Outbound calling and appointment setting throughout the day
- Contact prospective clients from marketing campaigns and lead database
- Follow up withTV seminar and digital leadsin a timely manner
- Schedule qualified prospects for consultations with financial advisors
- Confirm upcoming appointments to maximizeshow rates
- Maintain accurate records of calls notes and appointments in our CRM (Redtail)
- Build rapport with prospects and clearly explain the value of meeting with our advisors
- Work closely with advisors and the marketing team to ensure smooth appointment flow
- Meet or exceed daily and weeklycall and appointment targets
What Were Looking For:
- High School Diploma
- Skilled in building strong trust-based relationships with clients
- Comfortable makingoutbound calls
- Possesses a positive attitude and willingness to learn
- Highly organized and able to manage multiple leads
- Self-motivated with a strong work ethic
- Excellent communication; written and verbal
Bonus Points:
- CRM (Redtail) experience
- Experience insales appointment setting call centers or customer service
What Youll Get:
Pay & Perks:
- $35k - $60k/year based on experience performance bonuses
- Health dental and vision insurance
- PTO
- Retirement plan with 3% match
Schedule:
- Hybrid: Monday Friday 9am 5pm
- Occasional evenings or Saturdays required for client events and seminars
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.
