Appointment Setter Jobs

About The Position

Requirements

• 1–3 years of experience in phone sales, appointment setting, inside sales, or business development
• Bilingual in English and Spanish required (verbal and written)
• Excellent interpersonal skills with the ability to build rapport and trust
• Self-motivated, goal-oriented, and eager to grow professionally
• Tech-savvy with the ability to quickly learn new systems and processes
• Team-player mindset with a professional, service-focused attitude

Nice To Haves

• Financial industry experience is a plus, not required
• Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus

Responsibilities

• Make 90–100 outbound calls daily to warm leads and previous prospects
• Qualify prospective clients and schedule appointments for financial advisors
• Build rapport and confidently communicate the value of meeting with an advisor
• Handle objections using proven sales techniques and call frameworks
• Maintain consistent follow-up to maximize appointment conversions
• Keep CRM records accurate and up to date
• Confirm appointments to improve attendance and advisor productivity
• Collaborate with advisors and administrative teams to support scheduling priorities
• Support seminar, workshop, and marketing campaign outreach
• Assist with team projects and light administrative responsibilities
• Continue developing financial knowledge and sales skills through ongoing training

Benefits

• Base salary plus uncapped commission and performance incentives
• Referral and business development bonuses
• 401(k) with company match
• Health, Vision, and Dental insurance options
• 20+ combined PTO days (vacation, sick, floating holidays, company holidays, and birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services
• Bonus compensation for certifications and licenses (Guerra Growth Lab)
• Career advancement within a growing, established firm
• Culture of continuous learning and professional development