Appointment Setter Secure Financial Partners Kernersville, NC Job Details Part-time $12 - $14 an hour 9 hours ago Benefits 401(k) Opportunities for advancement Qualifications Customer records maintenance Computer operation Phone communication Service scheduling Meeting scheduling Phone canvassing Initial Contact (sales skills) Prospecting Time-based sales targets Lead Tracking Client acquisition Computer skills CRM system proficiency Sending lead generation communications Customer interaction during outreach Communication skills Sales follow-up Entry level Client interaction via phone calls Full Job Description Secure Financial Partners is seeking an energetic, dependable, and goal-oriented In-Person Appointment Setter to join our growing team. This is an in-office position focused on contacting prospective clients, creating interest in our services, and scheduling qualified appointments for our licensed agents. What You'll Do Make outbound calls to prospective and existing agents/business partners Schedule appointments for licensed insurance and financial professionals Follow up with leads by phone, text, and email Ask basic qualifying questions and accurately document conversations Maintain organized lead and appointment records in our CRM Meet daily and weekly call, contact, and appointment goals Participate in team meetings, training, and coaching Provide a professional and positive first impression of Secure Financial Partners What We're Looking For Strong communication and phone skills Confident, energetic, and comfortable speaking with new people Competitive and motivated by goals Coachable with a willingness to improve Reliable and able to work consistently in an office environment Comfortable making a high volume of outbound calls Basic computer and CRM skills Previous appointment-setting, call center, customer service, insurance, or sales experience is preferred but not required What We Offer In-person training and ongoing coaching Supportive, high-energy team environment Opportunity for performance-based incentives Advancement opportunities for high performers No insurance license required for appointment-setting duties If you're competitive, coachable, dependable, and enjoy connecting with people, we'd love to hear from you. Apply today to join Secure Financial Partners and help us connect more families with the financial and insurance solutions they need.

Pay:

$12.00 - $14.00 per hour

Benefits:

401(k)

Work Location:

In person