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Appointment Setter for Financial Advisors

4 months ago

Bradenton, United States United Placement Group Full time

We are a long-established Financial Planning Services company with over forty years of experience. We firmly believe that Financial Planners should concentrate on their expertise - guiding clients to secure their financial future - rather than becoming overwhelmed with administrative tasks. We are currently seeking individuals with a strong focus on customer service to support our agents during their field visits.

In this position, you will work closely with our financial advisors to schedule a wide range of appointments, utilizing our growing customer base. Additionally, you will provide diverse administrative assistance. These calls will be made to existing customers, with no cold calling involved.

UF Resources is a privately owned financial services company that combines technology with an A+ BBB rating. Committed to innovation, UF Resources employs a team of talented professionals dedicated to helping American consumers achieve various financial planning goals.

Operating within a dynamic and professional environment, we place great emphasis on the development of our employees to reach their full potential. We firmly believe that when our employees thrive, our business thrives in parallel.

Please note that this is not a remote position. It is an in-office role.

Requirements

  • Organized, solid professional
  • Great telephone etiquette and articulation
  • Previous experience in sales, appointment mapping and/or agent sales support
  • Ability to handle objections and overcome them based on training tools and scripting objectives
  • An incredible work ethic and show up to work every day on time
  • Familiarity with Windows-based programs
  • Work independently while being a team player.
  • Ability to build rapport with clients
  • Deadline and detail-oriented

Benefits

Our compensation package includes:

  • Hourly plus commission
  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match