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:
  • 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
Main Responsibilities:
  • 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
Job Type: Full-time
Pay: Up to $120,000.00 per year
Benefits:
  • 401(k)
  • 401(k) matching
  • Paid time off
Work Location: In person

Latest Job Opportunities


October 29, 2024

TEKsystems
Customer Service Representative

Berlin

TEMPORARY

View Details

October 29, 2024

Vaco
Tax Analyst

Greenwich

View Details

October 29, 2024

Actalent
Lab Technician - Entry Level No Experience Needed

Windham

FULL TIME

View Details

October 29, 2024

Actalent
Manufacturing Manager

Danbury

FULL TIME

View Details

October 29, 2024

Onsite Women's Health
Mammography Coordinator

Manchester

FULL TIME

View Details

October 29, 2024

Onsite Women's Health
Breast Imaging Support Specialist

Westport

FULL TIME

View Details

October 29, 2024

WALGREENS
Emerging Store Manager

Torrington

FULL TIME

View Details

October 29, 2024

LTIMindtree
.Net – Full stack Developer

Hartford

View Details

Similar Jobs


September 10, 2024

Maniilaq Association
Appointment Specialist

Kotzebue

FULL TIME

View Details

September 17, 2024

Kaiser Permanente
Team Manager - Appointment Services

Downey

FULL TIME

View Details

September 17, 2024

BCI Acrylic Independent Dealers
Appointment Setter/Canvasser

Berlin

FULL TIME

View Details

October 25, 2024

Bionic Smile
Inbound Sales Rep/Appointment Setter

FULL TIME

View Details

September 21, 2024

JJM Marketing LLC
Appointment Setter

Dothan

FULL TIME

View Details

October 28, 2024

Elevate Windows
Door to Door Appointment Setter ($20/hour plus commissions)

Chandler

FULL TIME

View Details