Appointment Setter/Inside Sales Representative - Tiffany Springs, MO

Advisor Talent Solutions•Kansas City, MO

1d•$50,000 - $90,000•Onsite

About The Position

Our client, a growing financial advisory practice, is seeking an Appointment Setter / Inside Sales Representative to join their team. This person will play a critical role in converting a steady flow of warm inbound leads into qualified first appointments for the advisory team. Unlike a traditional cold-calling position, this role is supported by an established marketing engine that generates leads through radio, podcasts, and other marketing channels. Prospects have already raised their hand and expressed interest, allowing the Appointment Setter to focus on having quality conversations, qualifying prospects, and getting the right people in front of an advisor. This is an ideal opportunity for someone who enjoys being on the phone, is confident and persuasive, builds rapport quickly, and is motivated by clear goals and measurable results. The successful candidate will use Salesforce to manage leads, document conversations, schedule appointments, and maintain a healthy pipeline. A typical day for the Appointment Setter / Inside Sales Representative runs from 9:00 a.m. to 5:00 p.m. and is centered around the phone and Salesforce. The day begins by reviewing new inbound leads from the firm's radio and podcast marketing campaigns, along with follow-ups, reschedules, and outstanding tasks from the previous day. Throughout the day, the Appointment Setter will speak with warm prospects who have already expressed interest in learning more. These conversations typically last 10–15 minutes and are designed to understand the prospect's situation, determine basic fit, answer initial questions, and position a meeting with an advisor. Once a prospect is qualified, the Appointment Setter will schedule the first appointment, send confirmations, and complete the appropriate follow-up to help ensure the prospect actually attends the meeting. The role also includes working older leads and "graveyard" leads, following up with prospects who previously did not schedule, and helping reschedule canceled or missed appointments. Every interaction is documented in Salesforce, so the advisory team has accurate information before meeting with a prospect. The Appointment Setter will also regularly communicate with the team regarding lead quality and what is or isn't working in the process.

Requirements

Strong phone presence and confident verbal communication skills
Ability to quickly build rapport and establish trust with prospective clients
Experience in inside sales, appointment setting, telemarketing, call center, business development, or another phone-based sales environment
Comfortable leading conversations rather than simply taking messages
Strong listening and questioning skills
Ability to identify basic prospect needs and determine whether someone is a qualified opportunity
Comfortable asking for the appointment and overcoming light objections
Strong organizational skills and attention to detail
Ability to manage multiple follow-ups and tasks in a CRM
Comfortable working toward measurable activity and production goals
Resilient, positive, and motivated by performance-based goals

Nice To Haves

Experience in financial services, financial advising, insurance, or another professional services environment
Previous experience working with warm inbound leads
Salesforce experience or familiarity with another CRM
Experience scheduling appointments for sales or advisory professionals
Experience working with radio, podcast, digital, or other marketing-generated leads

Responsibilities

Respond to and follow up with warm inbound leads generated through radio, podcasts, and other marketing channels
Conduct brief 10–15 minute strategy and qualification calls with prospective clients
Ask targeted questions to understand a prospect’s financial situation, assets, goals, and level of interest
Determine whether prospects meet the firm's basic criteria for a first appointment
Clearly communicate the value of meeting with an advisor and confidently ask for the appointment
Schedule qualified prospects for first appointments on the advisory team's calendar
Work toward a goal of at least 50 first appointments ("number ones") per month
Confirm upcoming appointments and proactively follow up with prospects to maximize show rates
Reschedule canceled or missed appointments and keep the pipeline full
Re-engage older leads and follow up with prospects who have not yet scheduled
Maintain accurate records of calls, notes, appointment details, and next steps in Salesforce
Manage daily follow-up tasks and prioritize new, current, and older leads
Communicate with advisors and the team regarding lead quality, appointment feedback, and scheduling needs
Help improve scripts, processes, and follow-up strategies as the team continues to grow