Inside Sales Representative

Overview

The Sales Appointment Setter plays a critical role in supporting firm growth by managing prospect outreach, scheduling qualified appointments, and maintaining advisors’ calendars at or above required activity levels. This position serves as a primary point of contact for prospective clients, ensuring timely follow-up, accurate CRM documentation, and a professional client experience from first contact through appointment confirmation. This role is 100% in the office, Monday through Friday.

Attendance at all client seminars and events is required.

• Ensure each advisor’s calendar meets or exceeds the minimum number of appointments on a day-to-day basis
• Call, schedule, and follow up with prospects for appointments from seminars and events
• Call all prospective clients, record results in the database, and follow up regularly until the prospect comes in for a visit, dies, moves without a forwarding address, or asks to be removed from a follow-up call list
• Mail the first appointment letter upon scheduling an appointment
• Call and confirm every appointment for the following day
• Call qualified prospects for personal event invitations
• Mail a confirmation letter upon scheduling of the review meeting
• Input prospects and keep the database/CRM program up-to-date
• Manage the advisor’s calendar regarding appointment rescheduling
• Input notes to the database/CRM of phone calls made and appointments set
• Track client referrals
• Prequalify RSVPs for upcoming seminars

• Sales experience required
• Administrative experience
• Top-notch verbal, written, and interpersonal skills (English)
• Outstanding listening skills and attention to detail
• Excellent phone etiquette
• A professional and courteous disposition

$40,000-$45,000 per year