About The Retirement Solution (TRS) At The Retirement Solution, we help people spend well and live better. Retirement can be intimidating - shifting from saving to spending takes confidence and clarity. That's where we come in. We guide our clients with straightforward, practical advice so they can enjoy the retirement they've worked for. Here, you'll join a team that cares about each other and the people we serve, where your contributions make a real difference every day. Position Summary We're looking for a full-time, motivated Appointment Setter to connect with prospective clients and schedule appointments for our planner team. This role is key to creating a seamless client experience and building the foundation for lasting relationships. You'll be the first point of contact for prospects and play a critical part in helping them take the next step toward financial clarity. Key Responsibilities Call and engage prospective clients who have shown interest via workshops, seminars, website, or advertising campaigns. Schedule appointments with our financial planners and follow up to ensure engagement. Maintain accurate records of all prospect interactions in our CRM. Track metrics such as calls made, appointments set, and appointments completed. Support workshops, seminars, and client events with follow-up and administrative tasks. Respond professionally to questions and objections, ensuring a positive experience for all prospects.

Qualifications and Requirements Required:

2+ years of experience in appointment setting, client engagement, or a client-facing sales role.

Preferred:

Experience supporting a financial planner or working in financial services. Strong communication, interpersonal, and customer service skills. Highly organized and able to manage multiple tasks in a fast-paced environment. Comfortable using CRM software and Microsoft Office. Self-motivated, proactive, and able to work independently. Positive attitude with a solutions-oriented approach.

Compensation and Benefits Compensation range:

$22.00 - $27.00 an hour, depending on experience. Comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and holidays. Eligibility for quarterly performance incentives based on key metrics and contribution to the team. Opportunities for professional growth and development. Why You'll Love TRS Work in a collaborative, supportive environment where your contributions matter. Opportunity to grow professionally and make a real impact on clients' financial well-being. Be part of a team that values trust, clarity, and doing things the right way. Apply today to join TRS and help clients achieve confidence and clarity in their retirement journey!

Pay:

$22.00 - $28.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Tuition reimbursement Vision insurance Work from home

Experience:

Appointment scheduling: 2 years (Required) Ability to

Commute:

Redmond, WA 98052 (Required)

Work Location:

Hybrid remote in Redmond, WA 98052