Appointment Setter

Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. They are seeking a motivated Appointment Setter to connect with prospects and schedule meetings with financial advisors, focusing on generating qualified leads through various marketing strategies.

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

Skills

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

Benefits

• Health, dental and vision insurance
• PTO
• Retirement plan with 3% match

Company Overview