Appointment Setter Career Group Finance Newport Beach, CA Job Details Full-time $22 - $23 an hour 21 hours ago Qualifications Managing customer accounts Customer relationship building Finance Account development Managing clients in a customer support role

Full Job Description Client Retention & Appointment Coordinator Headline:

Turn Your Customer Service Skills Into a High-Impact Career in

Finance The Pitch:

Step into our Finance Company where your voice truly matters. Our clients are hardworking business owners who built their companies from the ground up and they need a trusted partner to guide them, answer their questions, and keep their accounts thriving. This isn't just another support seat. You'll master high-value client communication, run retention campaigns to bring past clients back, and set strategic appointments for our sales team. If you are hungry, love client interface, organized, and ready to grow your career in a high-energy, face-to-face team environment, we want you on our team. Why This Seat You'll get better here. You'll gain invaluable communication and financial industry training that professionals pay thousands to learn. In-office, together. Team environment. Momentum and coaching happen face-to-face. We promote from inside. This seat isn't the ceiling. It's the door to account management or sales for whoever earns it. Straight talk. We say the hard thing with respect. You'll always know where you stand how to grow.

What You'll Do Retention & Win-Back Outreach:

Proactively follow up on dormant or at-risk accounts via phone and email to secure long-term retention and bring valued clients back into the fold.

Proactive Client Check-Ins:

Conduct regular health checks focused on customer satisfaction, account health, and ongoing program benefits.

Appointment Setting:

Set qualified strategic review appointments for our sales team and hand them off clean.

Client Guidance:

Guide active accounts smoothly through updates, ensuring they feel supported, valued, and fully informed.

CRM Management:

Log every conversation and maintain meticulous, detailed records of all client touchpoints.

Team Alignment:

Show up for team meetings, training, and coaching to hit and beat weekly targets.

Compensation:

Base Starts ($19-20) with room for growth and increase opportunities . What You Bring Customer service, call center, or retention experience: You know how to hold a real conversation and build quick rapport over the phone. Hungry, competitive, self-starting: You don't need to be chased and you love driving results.

Coachable:

You want feedback and don't get defensive when you get it.

Organized and reliable:

Flawless follow-up is second nature to you.

Tech-savvy:

Comfortable working in a CRM and managing daily outreach workflows. Finance or relationship management experience is a plus, not a requirement.

Pay:

$22.00 - $23.00 per hour

Work Location:

In person