Appointment Setter

Miller Retirement Group, with a location in Lawrence, KS is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. Our advisors focus on retirement income planning, tax strategies, wealth management, and legacy planning. We generate a high volume of qualified leads through television marketing, educational events, and digital campaigns. We are looking for a motivated Appointment Setter to connect with these prospects and schedule meetings with our financial advisors. This is an excellent opportunity for someone who enjoys talking with people, is driven by performance, and wants to build a career in financial services. What you’ll do: Outstanding phone skills and a confident, friendly manner speaking with clients Outbound calling and appointment setting throughout the day Contact prospective clients from marketing campaigns and lead database Follow up with TV, seminar, and digital leads in a timely manner Schedule qualified prospects for consultations with financial advisors Confirm upcoming appointments to maximize show rates Maintain accurate records of calls, notes, and appointments in our CRM (Redtail) Build rapport with prospects and clearly explain the value of meeting with our advisors Work closely with advisors and the marketing team to ensure smooth appointment flow Meet or exceed daily and weekly call and appointment targets What We’re Looking For: High School Diploma Skilled in building strong, trust-based relationships with clients Comfortable making outbound calls Possesses a positive attitude and willingness to learn Highly organized and able to manage multiple leads Self-motivated with a strong work ethic Bonus Points: CRM (Redtail) experience Experience in sales, appointment setting, call centers, or customer service What You’ll Get: $35k - $60k/year based on experience + performance bonuses Health, dental and vision insurance PTO Retirement plan with 3% match Schedule: Hybrid: Monday – Friday, 9am – 5pm Occasional evenings or Saturday’s required for client events and seminars #J-18808-Ljbffr