Outbound Appointment Setter – Financial Services

Job description

About this role

The advisors work primarily with educators, government employees, pension-plan participants, and individuals participating in employer-sponsored retirement plans such as 401(k)s. The company maintains an extensive database of prospects and will provide the VA with calling lists, scripts, demographic information, and training. This is a high-volume, phone-based appointment-setting position. The VA is not responsible for selling financial products, providing financial advice, collecting documents, or closing business. The objective is to engage prospects professionally, handle basic objections, qualify interest, and schedule appointments that have a strong likelihood of being retained.

Responsibilities

• Make high-volume outbound calls using company-provided prospect lists
• Work within an automated/power dialing system
• Follow demographic-specific scripts and messaging
• Introduce the purpose of the financial education or planning consultation
• Schedule qualified prospects for 30-minute Zoom appointments
• Book appointments according to advisor calendar availability
• Conduct brief qualification conversations before scheduling
• Determine genuine interest rather than simply booking uncommitted appointments
• Handle common objections professionally and calmly
• Adjust conversations naturally while remaining within approved messaging
• Offer appropriate future appointment times or follow-up opportunities when prospects are initially unavailable
• Maintain a consultative, non-aggressive phone demeanor
• Focus on generating appointments that are likely to attend
• Clearly communicate the purpose and value of the scheduled meeting
• Record relevant information gathered during conversations
• Maintain accurate appointment details

Qualifications and requirements

• Previous cold calling or outbound telemarketing experience required
• Appointment-setting experience required
• Power dialer or automated dialing experience strongly preferred
• Customer service experience preferred
• Strong objection-handling skills required
• Excellent spoken English communication required
• Financial services, insurance, mortgage, banking, retirement, or related industry experience is preferred but not required
• Ability to learn demographic-specific scripts and basic financial-services terminology
• Previous experience working with U.S. consumers strongly preferred
• Experienced and confident outbound caller
• Calm, pleasant, professional phone demeanor
• Clear and easily understood spoken English
• Able to sound conversational rather than simply reading a script
• Comfortable handling objections without becoming overly aggressive
• Persistent while remaining respectful
• Goal-oriented and motivated by appointment-setting performance
• Coachable and willing to learn the terminology associated with retirement plans and financial services
• Comfortable working in a high-volume dialing environment