Telemarketing Specialist

If you love talking to people, can stay upbeat through “not interested,” and get real satisfaction from filling a calendar with quality appointments—this is your lane.

At Big Financial Services
, we help families approach retirement with more clarity and confidence. Your job is simple (but not easy):
make outbound calls to the people already in our world
, start genuine conversations, and schedule appointments for them to come into the office.

Compensation: $20/hr + Commissions (Structured based on appointments set)

Hours: 20/hr a week to start (could grow into Full-Time)

• Make outbound calls to warm contacts (marketing leads, inquiries, past attendees, existing lists, etc.)
• Start friendly, professional conversations and book in-office appointments
• Confirm key details (availability, best contact info, basic interest/needs)
• Handle light objections with confidence and empathy (especially with retirees and pre-retirees)
• Send confirmations and reminders; help improve show rates
• Log accurate notes in our CRM so the advisors are fully prepared
• Follow call policies and compliance expectations (Do-Not-Call, consent, call times, scripting)

• Consistent daily activity (dials, connects, conversations)
• Strong appointment volume and quality
• Clean CRM notes, good follow-up habits, high professionalism
• You don’t just “dial”—you build trust in under 3 minutes

• Have outbound calling / appointment setting experience (financial services is a plus, not required)
• Communicate clearly, confidently, and professionally
• Can handle rejection without taking it personally
• Are organized and comfortable working inside a CRM
• Bring high energy, reliability, and a team-first attitude