At Impact! Partners Financial, our mission is to empower individuals to achieve lasting financial stability and success. Based in the vibrant community of League City, TX, we are an independent firm specializing in retirement planning and wealth management, with a focus on guiding clients toward a secure and stress-free retirement. Backed by a dedicated team of professionals, we provide a comprehensive range of services, including financial planning, retirement income strategies, wealth management, annuities, life insurance, and long-term care solutions.
We are currently seeking an Appointment Setter / Sales Engagement Specialist to join our team. In this pivotal role, you will engage with potential clients, converting leads into scheduled appointments and fostering relationships with individuals seeking financial guidance. As a key player in our growth, your work will be instrumental in helping our advisors connect with those who need our services, directly contributing to the success of our team and the clients we serve.
Salary Range: $40,000 -$50,000 plus bonuses
Primary Responsibilities:
Make outbound calls to potential leads, educating them on our services and scheduling appointments with our financial advisors.
Respond to inbound inquiries, turning prospects into scheduled meetings.
Maintain and update CRM systems with lead and appointment information.
Collaborate with advisors to ensure a seamless handoff of scheduled appointments.
Follow up with leads post-contact to nurture ongoing relationships.
Assist in maintaining a high-quality client experience from the first point of contact through scheduled appointments.
Contribute to the ongoing development and improvement of the lead generation and appointment-setting processes.
Required Qualifications:
2+ years of experience in sales, telemarketing, or appointment setting (financial services experience is a plus).
Excellent communication and interpersonal skills with a customer-first mentality.
Proven ability to build rapport over the phone and convert leads into appointments.
Strong organizational skills and attention to detail in managing leads and schedules.
Ability to thrive in a fast-paced, team-oriented environment.
Proficiency with CRM systems and Microsoft Office Suite.
Enthusiasm for working in a smaller, close-knit, family-like environment.
Why Impact! Partners Financial?
At Impact! Partners Financial, we're more than just a company-we're a family. Our team is united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.
Salary Range: $40,000 -$50,000 plus bonuses
Primary Responsibilities:
Make outbound calls to potential leads, educating them on our services and scheduling appointments with our financial advisors.
Respond to inbound inquiries, turning prospects into scheduled meetings.
Maintain and update CRM systems with lead and appointment information.
Collaborate with advisors to ensure a seamless handoff of scheduled appointments.
Follow up with leads post-contact to nurture ongoing relationships.
Assist in maintaining a high-quality client experience from the first point of contact through scheduled appointments.
Contribute to the ongoing development and improvement of the lead generation and appointment-setting processes.
Required Qualifications:
2+ years of experience in sales, telemarketing, or appointment setting (financial services experience is a plus).
Excellent communication and interpersonal skills with a customer-first mentality.
Proven ability to build rapport over the phone and convert leads into appointments.
Strong organizational skills and attention to detail in managing leads and schedules.
Ability to thrive in a fast-paced, team-oriented environment.
Proficiency with CRM systems and Microsoft Office Suite.
Enthusiasm for working in a smaller, close-knit, family-like environment.
Why Impact! Partners Financial?
At Impact! Partners Financial, we're more than just a company-we're a family. Our team is united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.