At Impact!
Partners Financial, our mission is to empower individuals to attain lasting financial stability and success.
Located in the thriving community of League City, TX, we are an independent firm specializing in retirement planning and wealth management, with a strong emphasis on guiding clients toward a secure and stress-free retirement.
Supported by a committed team of experts, we offer a wide array of services, including financial planning, retirement income strategies, wealth management, annuities, life insurance, and long-term care solutions.
We are looking for an Appointment Setter / Sales Engagement Specialist to join our team.
In this crucial role, you will engage with potential clients, turning leads into scheduled appointments while building relationships with individuals seeking financial advice.
As a key contributor to our growth, you will play a vital role in helping our advisors connect with those who need our services.
Your efforts will directly influence the success of both 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.