Financial Services Representative

2 weeks ago


League City, Texas, United States Magellan Financial & Insurance Services, Inc. Full time
Appointment Setter/Sales Engagement Specialist

At Magellan Financial & Insurance Services, Inc., we empower individuals to achieve lasting financial stability and success. Based in a vibrant community, our team specializes in retirement planning and wealth management, guiding clients toward a secure and stress-free retirement.


Key Responsibilities

  • Engage with potential clients, converting leads into scheduled appointments and fostering relationships with individuals seeking financial guidance.
  • Make outbound calls to educate leads on our services and schedule appointments with our financial advisors.
  • Respond to inbound inquiries, turning prospects into scheduled meetings.
  • Maintain and update CRM systems with lead and appointment information.
  • Collaborate with advisors to ensure a seamless handoff of scheduled appointments.
  • Follow up with leads post-contact to nurture ongoing relationships.
  • Assist in maintaining a high-quality client experience from the first point of contact through scheduled appointments.

Requirements

  • 2+ years of experience in sales, telemarketing, or appointment setting (financial services experience is a plus).
  • Excellent communication and interpersonal skills with a customer-first mentality.
  • Proven ability to build rapport over the phone and convert leads into appointments.
  • Strong organizational skills and attention to detail in managing leads and schedules.
  • Ability to thrive in a fast-paced, team-oriented environment.
  • Proficiency with CRM systems and Microsoft Office Suite.
  • Enthusiasm for working in a smaller, close-knit, family-like environment.

About Us

We're more than just a company — we're a family. Our team is united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you will enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.


Salary Range:

$40,000-$50,000 plus bonuses


Maintaining a high-quality client experience from the first point of contact through scheduled appointments is crucial to our team's success. If you're passionate about helping others achieve financial stability and success, we encourage you to apply for this rewarding opportunity.



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