Appointment Setter at Inside Out Hiring | Torre
Appointment Setter
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Appointment Setter

Inside Out Hiring
Emma
Emma
You'll empower seniors' retirement futures by connecting them with expert financial guidance.
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Full-time

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Posted 4 months ago

Requirements and responsibilities

About the ClientThe client is a growing financial services organization helping individuals prepare for retirement. They work closely with advisors and rely on accurate data, reporting, client onboarding, and automation to support decision-making and daily operations. The team values precision, accountability, and proactive support.About the RoleThe Appointment Setter will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role requires confidence, empathy, and strong follow-up skills. The ideal candidate is highly motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support.Key Responsibilities• Lead Outreach & Appointment SettingCall inbound and warm leads generated by the companySpeak with seniors about retirement-related topicsQualify prospects and schedule appointments for advisorsConfirm appointments and ensure high show-up rates• Tracking & Follow-UpTrack scheduled appointments and attendanceUpdate lead and appointment status in GoHighLevelFollow up with prospects to reduce no-showsMaintain accurate notes and records• Communication & RepresentationAct as a professional and trustworthy brand representativeAnswer basic questions and guide prospects through next stepsHandle objections calmly and confidentlyMaintain a positive and motivated sales mindsetQualifications & SkillsStrong English communication skills (verbal & written)Proven experience in appointment setting, sales, or call-based rolesComfortable speaking with seniors and handling sensitive conversationsExperience using GoHighLevel or similar CRM systemsResilient, goal-driven, and performance-orientedOrganized and consistent with follow-upPreferred BackgroundExperience in financial services or insuranceUnderstanding of retirement-related conversationsSales or call center experience
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