Appointment Setter

Financial Services of America•Troy, MI

12h•Onsite

About The Position

Help People Retire with Confidence While Building a Rewarding Career For 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's Top Workplaces. This distinction reflects our commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are supported, valued, and empowered to grow, they do their best work. As a leading retirement planning firm, we help individuals and families prepare for their financial future through personalized guidance, trusted advice, and long-term relationships. Our success is built on a culture of teamwork, integrity, accountability, and service. We're looking for an energetic, professional, and motivated Appointment Setter who enjoys connecting with people, building relationships, and creating opportunities. This is a key position within our organization and often serves as the first impression prospective clients have of our firm. If you're someone who thrives on meaningful conversations, enjoys helping others, and wants to be part of an award-winning organization that values its people, we'd love to meet you. About the Role As an Appointment Setter / Inside Sales Representative, you'll connect with individuals who have expressed interest in learning more about retirement planning and financial services. Your primary responsibility will be building rapport, answering questions, and scheduling appointments for our financial advisors. This role is ideal for someone who enjoys speaking with people, is naturally persuasive, and understands the importance of creating positive first impressions.

Requirements

Excellent verbal communication and active listening skills
Professional, friendly, and confident phone presence
Strong organizational skills and attention to detail
Comfortable working with CRM software and technology
Self-motivated with a strong work ethic
Coachable and eager to learn
Positive attitude and team-oriented mindset
Ability to build trust and connect with people from diverse backgrounds

Nice To Haves

Experience in appointment setting, inside sales, customer service, telemarketing, or lead generation
Financial services experience is a plus, but not required

Responsibilities

Contact prospective clients provided by the company
Build rapport and establish trust through professional conversations
Introduce prospective clients to Financial Services of America and our services
Schedule appointments for our financial advisors
Conduct follow-up calls, emails, and text communications as needed
Maintain accurate records and notes within our CRM system
Work closely with advisors and team members to ensure a seamless client experience
Consistently meet activity and appointment-setting goals
Identify opportunities to improve processes and client engagement