We are seeking a highly motivated, articulate, and compliance-minded Licensed Financial Planning
Appointment Setter to join our growing team in Lakeland, FL. In this role, you will be the critical first point of
contact for high-quality insurance leads. Your primary objective is to conduct outbound calls, build rapid
rapport, qualify prospective clients, and schedule consultation appointments for our senior wealth
management and financial planning team.
This position requires an active knowledge of life insurance and asset
management concepts. Your primary focus will be engaging individuals who have expressed interest in
integrating life insurance options into their broader financial planning, wealth protection, and retirement
strategies.
Pay: $18.00 - $22.00 per hour
Benefits:
- Paid time off
- Paid training
Work Location: In person
