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Appointment Setter- Retirement Income Sales
Position Overview The Appointment Setter is responsible for contacting inbound leads from various channels, qualifying them for suitability in the firm’s fixed income safe money investment product, and booking appointments with the principal advisor. This position requires a working knowledge of annuities and structured settlements payment streams, as well as other safe money assets like CDs, bonds, and other retirement income strategies prospects may be investigating. The ideal candidate can identify qualified prospects based on asset levels, timeline, and interest, while professionally handling frequently asked questions to instill confidence and guide them to the next step. Pay: Payment made to the contractor with every qualified prospect appointment that shows up . Key Responsibilities Lead Engagement & Initial Contact · Promptly call and follow up with new inbound leads from marketing campaigns, referrals, website inquiries. · Introduce the firm’s proprietary safe money product, and put in context with other options the prospect may be considering like annuities, CDs, and bond ladders, or traditional investment products and services, and do so in a clear, professional tone. · Build rapport and establish trust during the first contact. Qualification of Prospects · Ask pre-screening questions to determine: · - Available investable assets (e.g., $100k+, rollover potential, etc.) · - Timeline for making a decision (e.g., immediate, 30–90 days, long-term) · - Interest in safe money products like structured settlement annuities, CDs, MYGAs, fixed indexed annuities, and bonds. · - Current financial concerns, other products they are comparing to, or previous advisor interactions. · Disqualify leads who do not meet basic criteria (e.g., no assets, outside the firm’s service area, unqualified intent). Appointment Setting & Calendar Coordination · Schedule qualified leads for consultation calls or meetings with the advisor. Confirm email address and delivery of email content from CRM · Clearly explain what to expect during the consultation (e.g., strategy overview, suitability review, Q&A). · Send calendar invites and make reminder calls to reduce no-shows. Product Knowledge & FAQs · Possess working knowledge of: · - Structured settlement annuities and wholesale income products · - CD laddering and bond alternatives · - Fixed and indexed annuities · - Retirement income strategies · Answer general questions such as: · - “What’s the difference between fixed and indexed annuities?” · - “How are structured settlements different from other products ?” · - “What guarantees come with these products?” · - “How do your offerings compare to what I’ve seen elsewhere?” · Redirect deeper advisory questions to the principal, staying within compliance boundaries. CRM & Lead Management · Verify prospects are receiving emails from CRM- make sure they can receive and have opened/ whitelist emails Accurately update lead status, qualification notes, and next steps in the CRM system. · Maintain segmented follow-up lists for warm, cold, or not-yet-ready leads. · Track show-ups, no-shows, and conversion outcomes for reporting. Follow-Up & Pipeline Nurturing · Re-engage leads who didn’t book immediately with personalized follow-ups. · Nurture long-term prospects with relevant check-ins and value-add touchpoints. · Escalate high-interest or urgent leads to the advisor for immediate attention. Qualifications · Previous experience in financial services or appointment setting required. · Working knowledge of retirement income products, including annuities, CDs, and bonds. · Professional phone presence and ability to hold intelligent, compliant financial conversations. · Comfortable handling objections and frequently asked questions. · Familiarity with CRM tools and calendar scheduling platforms.