Appointment Setter & Client Services Coordinator

Job TitleJob InformationDate Opened 08/13/2026Job Type ContractIndustry Financial ServicesWork Experience 1+ yearsSalary $15 - $20 per hourCity San AntonioState/Province TXCountry United StatesZip/Postal Code 78230Job DescriptionAbout 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 deliveryRequirements 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 requirementSchedule & 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 growWhy 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.