Appointment Setter & Client Services Coordinator

Job Description

Job Description

About the Role

Remote, with occasional in-person meetings as needed

Help a growing financial planning practice keep a busy calendar full. You'll call prospective and existing clients to schedule appointments with our Financial Professional, building trust and creating a great first impression. This is not a sales role; you won't be selling financial products, just opening the door to a conversation.

Long-term growth path: candidates willing to obtain a Life Insurance License (within 90 days) can grow into licensed client support, application assistance, and eventually a Client Relationship Manager or full-time role.

What You'll Do

- Make outbound calls to schedule and confirm client appointments; follow up on leads, referrals, and reschedules

- Deliver excellent client service, answer questions, assist with onboarding, track outstanding paperwork

- Maintain accurate records in the CRM; log calls, appointments, and follow-ups

- Support administrative work: calendars, meeting prep, client files, events/workshops

- Once licensed: help clients complete applications, gather documentation, track underwriting status, and coordinate policy delivery

Requirements

What We're Looking For

- 1–3 years in customer service, appointment setting, inside sales, or client-facing admin work

- Comfortable and confident making outbound calls; CRM experience a plus

- Organized, dependable, self-directed, coachable — and genuinely enjoy talking to people

- High school diploma required (Associate's/Bachelor's preferred); active Life Insurance License a strong plus, or willingness to obtain one

- Financial services/insurance/banking experience is a bonus, not a requirement

Schedule & Logistics

- 15–25 hrs/week, primarily daytime; occasional evenings for client appointments or events

- Remote, with occasional in-person meetings as needed

- Performance incentives available as productivity and licensing grow

Why Join

Direct mentorship from a Financial Professional, paid path to licensing, and real room to grow into a bigger client-facing role as the practice scales.