Appointment Setter
About The Position
Peak is a rapidly growing financial planning firm in Columbus, Ohio. The Appointment Setter contacts prospective clients by phone, text, and email to schedule appointments with financial planners and supports a team serving people who reach out for the firm’s content and services. The role calls for engaging prospective clients in a manner that reflects the firm’s service standards. Peak describes its culture as performance-driven, team-oriented, and focused on growth, client service, and advancement based on results and demonstrated values. Team members complete training and may progress through Specialist, Advanced, and Senior career levels.
Responsibilities
- Call, text, and email prospective clients to schedule appointments with financial planners.
- Support a team that receives more than 50,000 people reaching out yearly for its content and services.
- Engage with prospective clients in a way that represents the service the firm provides.
Benefits
- Industry-leading salaries for every position.
- Premier benefits.
- Annual bonus opportunities.
- Salary increases.
- Profit sharing.
- Training program and opportunities for career advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
