Job Opportunities in United States
August 14, 2024
Peak Retirement Planning, Inc.
Columbus
FULL TIME
Appointment Setter
Appointment Setter
We are currently one of the youngest and fastest growing financial planning firms in the country. We have grown from one team member less than 3 years ago to now over 20 team members in three cities. Our home office is located in Columbus, OH.
We are looking for an “A+" Player looking to take charge and join a motivated group. If you are not growth minded then this is not the job for you. We run fast, work hard, and make a big impact in our client’s lives. This role is for someone looking for a career, not only a 9-5 job.
We are seeking an individual to be responsible for engaging and providing exceptional service to prospective clients after they show interest in one of the many marketing funnels our firm has (TV, Radio, Book our CEO wrote, Kiplinger articles, You Tube, Podcast).
Minimum Requirements:
Pay: Up to $120,000.00 per year
Benefits:
We are currently one of the youngest and fastest growing financial planning firms in the country. We have grown from one team member less than 3 years ago to now over 20 team members in three cities. Our home office is located in Columbus, OH.
We are looking for an “A+" Player looking to take charge and join a motivated group. If you are not growth minded then this is not the job for you. We run fast, work hard, and make a big impact in our client’s lives. This role is for someone looking for a career, not only a 9-5 job.
We are seeking an individual to be responsible for engaging and providing exceptional service to prospective clients after they show interest in one of the many marketing funnels our firm has (TV, Radio, Book our CEO wrote, Kiplinger articles, You Tube, Podcast).
Minimum Requirements:
- High internal need to suceed
- Friendly and optimistic personality
- Ability to get things done with little oversight
- Desire to obtain long-term employment
- Polished phone skills
- Strong organizational skills, detail-oriented, proactive, and resourceful
- Ability to prioritize projects and manage time
- Calendar management
- Strong follow-through
- Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
- Keep notes of all calls made in our CRM system
- Consistent follow-up with prospects
- Perform other duties and projects as assigned
Pay: Up to $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
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