Appointment Setter - Lawrence, KS

Advisor Talent Solutions•Lawrence, KS

2d•$35,000 - $60,000•Hybrid

About The Position

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 motivated Appointment Setter to 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.

Requirements

High School Diploma
Skilled in building strong, trust-based relationships with clients
Comfortable making outbound 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

Nice To Haves

CRM (Redtail) experience
Experience in sales, appointment setting, call centers, or customer service

Responsibilities

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 with TV, seminar, and digital leads in a timely manner
Schedule qualified prospects for consultations with financial advisors
Confirm upcoming appointments to maximize show 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 weekly call and appointment targets