Inside Sales Representative

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. Base salary is $40,000 with an incentive compensation based on the first appointment held. Incentive is paid out bi-weekly.

• 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

• Administrative Experience
• Top-notch verbal, written, and interpersonal skills (English)
• Outstanding listening skills and attention to detail
• A professional and courteous disposition

$40,000 - $45,000 yearly

We are a fiduciary-first financial services firm built on clearly defined blueprints that drive consistency, accountability, and exceptional client outcomes. Our integrated approach brings together tax planning, investment advisory, insurance, and retirement solutions for high-net-worth individuals and families. Recognized on the Inc. 500 list of America’s Fastest-Growing Private Companies, our firm’s growth reflects a disciplined commitment to operational excellence, regulatory integrity, and a client experience rooted in clarity and trust.

Every role in the firm contributes to scalable, repeatable processes designed to protect clients, support advisors, and sustain long‑term success.