Appointment Setter
Pensacola, FL | Full-Time
(Internal title: Engagement Specialist)
We're looking for an Appointment Setter to connect with warm leads and get them scheduled for a visit with one of our financial advisors. Most of your day happens by phone: executing marketing campaigns, following up on interest already generated through our marketing and events, qualifying it, and booking it. You'll also support live events — confirming dinner attendees ahead of time, working the room to schedule visits on-site, and collecting contact information to follow up with afterward.
What You'll Do
Daily/Weekly
- Execute outbound marketing campaigns, primarily by phone
- Make outbound calls to warm (and occasionally cold) leads
- Follow up on leads and qualify interest
- Schedule discovery visits with advisors
- Manage and update CRM records, including visit scheduling and rescheduling
Monthly/Quarterly
- Confirm attendee lists ahead of live marketing events (dinners, workshops)
- Attend live events alongside advisors — scheduling visits with attendees on-site and collecting contact information from others to follow up with
- Follow up with event attendees by phone to schedule visits
- Report on lead follow-up effectiveness and conversion rates
- Call suspect and opportunity lists for quarterly client events and campaigns
What You Bring
- 1+ year of phone sales or appointment-setting experience (required)
- Persistence and resilience for the leads that don't convert on the first call
- Genuine warmth with people who may feel uncertain about their financial future
- Strong verbal and written communication
- Comfortable representing the company face-to-face at live events
- Organized, with accurate CRM and scheduling habits
What Success Looks Like
- Qualified visits scheduled — and showing up. Commission is tied to both booking the visit and the client actually attending their first two visits, so quality of qualification matters as much as volume
- Strong event show-up rate and post-event booking rate
Compensation
- Start at $24.04/hour, plus commission from day one
- On-target earnings: $40,000–$75,000/year
Benefits
- 401(k) matching
- Health, dental, and vision insurance
- Paid time off
- Professional development assistance
Schedule: Day shift, Monday–Friday; evenings and weekends as needed for events
Application Note: After applying, you'll be asked to submit a short video cover letter. If you've read this posting closely, please say the word "sunflower" at some point in your video.
Job Type: Full-time
Experience: Phone sales or appointment setting — 1 year (Required)
Ability to Commute: Pensacola, FL 32502 (Required)
Work Location: In person
Pay: From $24.04 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Experience:
- Sales: 1 year (Required)
- Appointment scheduling: 1 year (Preferred)
Ability to Commute:
- Pensacola, FL 32502 (Required)
Work Location: In person
