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Appointment Setter In Jobs in Pennsylvania (NOW HIRING)

great lakes solar

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Outside Sales Representative

Wilkinsburg, PA · On-site

$100K - $300K/yr

What we're looking for is someone who's coachable, dependable, competitive, and willing to put in the work. What You'll Do As an Outside Sales Representative, you'll work directly with homeowners in ...

great lakes solar

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Outside Sales Representative

Meadville, PA · On-site

$100K - $300K/yr

As an Outside Solar Appointment Setter, you'll meet homeowners face-to-face, educate them on the ... Clear opportunities for advancement Growth Opportunities At Great Lakes Solar, we believe in ...

great lakes solar

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Outside Sales Representative

Johnstown, PA · On-site

$100K - $300K/yr

As an Outside Solar Appointment Setter, you'll meet homeowners face-to-face, educate them on the ... Clear opportunities for advancement Growth Opportunities At Great Lakes Solar, we believe in ...

great lakes solar

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Outside Sales Representative

Erie, PA · On-site

$100K - $300K/yr

What we're looking for is someone who's coachable, dependable, competitive, and willing to put in the work. What You'll Do As an Outside Sales Representative, you'll work directly with homeowners in ...

great lakes solar

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Outside Sales Representative

Pittsburgh, PA · On-site

$100K - $300K/yr

What we're looking for is someone who's coachable, dependable, competitive, and willing to put in the work. What You'll Do As an Outside Sales Representative, you'll work directly with homeowners in ...

great lakes solar

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Entry-Level Outside Sales Representative

Cranberry Township, PA · On-site

$100K - $300K/yr

What we're looking for is someone who's coachable, dependable, competitive, and willing to put in the work. What You'll Do As an Outside Sales Representative, you'll work directly with homeowners in ...

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Appointment Setter In information

What is the difference between Appointment Setter In vs Appointment Coordinator?

AspectAppointment Setter InAppointment Coordinator
Primary RoleScheduling appointments and leads for sales teamsManaging and confirming appointments, coordinating schedules
Required SkillsCommunication, organization, basic CRM knowledgeCommunication, organization, customer service, scheduling software
Work EnvironmentSales offices, call centersOffice settings, client sites
Industry UsageSales, telemarketing, real estateHealthcare, corporate, legal

While both roles involve scheduling, an Appointment Setter In primarily focuses on generating and setting appointments for sales teams, often via calls or outreach. An Appointment Coordinator manages and confirms appointments, ensuring schedules run smoothly and clients are well-informed. The roles overlap in communication and scheduling skills but differ in scope and industry application.

Is appointment setter a hard job?

An appointment setter role involves making outbound calls or messages to schedule meetings, often requiring good communication skills and persistence. The job can be challenging due to rejection and the need for consistent performance, but it generally does not require advanced technical skills or certifications.

What are the duties of an appointment setter?

An appointment setter is responsible for contacting potential clients via phone or email to schedule meetings or calls for sales teams. They often use customer relationship management (CRM) tools and need strong communication skills to effectively qualify leads and confirm appointments. Their duties help support sales efforts and ensure a steady flow of client interactions.

What is an appointment setter job?

An appointment setter is a sales support role responsible for contacting potential clients to schedule meetings or calls for sales teams. The job typically involves making outbound calls, using customer relationship management (CRM) tools, and maintaining accurate records of interactions. Strong communication skills and persistence are important for success in this position.

What are popular job titles related to Appointment Setter In jobs in Pennsylvania?

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What job categories do people searching Appointment Setter In jobs in Pennsylvania look for?

The top searched job categories for Appointment Setter In jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Appointment Setter In jobs?

Cities in Pennsylvania with the most Appointment Setter In job openings:

Appointment Setter In jobs near you

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

United Placement Group

Allentown, PA • On-site

Full-time

Re-posted 19 days ago

Key responsibilities

  • Conduct approximately 10-12 pre-set appointments per week with qualified, pre-engaged prospects.

  • Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.

  • Partner with internal support staff to manage case preparation, paperwork, and follow-up activities.

Job description

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and a better life balance.

Senior & Retirement Financial Advisor – Pre-Set Appointments, Full SupportThe role

As a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:

  • Conduct approximately 10–12 pre-set appointments per week with qualified, pre-engaged prospects.
  • Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
  • Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
  • Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
  • Build and maintain strong client relationships through thoughtful follow-up and ongoing service.

Requirements

What we’re looking for
  • Active Health & Life insurance license (required).
  • One of the following: Series 65; or Series 7 & 66.
  • Experience recommending annuities and retirement income strategies compliantly.
  • Proven success meeting clients in person and closing consultative, needs-based recommendations.
  • Comfort using Zoom, Microsoft Teams, or similar virtual meeting platforms for client meetings.
  • Experience serving pre-retirees and retirees and helping them achieve peace of mind.
  • Willingness to travel within your state to meet clients.
  • Eligible to work in the United States.

Benefits

Why this opportunity stands out
  • No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads—client acquisition is handled for you.
  • Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
  • Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
  • Help with “paper chasing”: From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
  • Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).
  • Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
What you gain
  • No cold calling, no door-knocking, and no endless prospecting—spend your time where it counts: in meetings with ready-to-talk clients.
  • Dedicated back-office and case management support to dramatically reduce non-revenue activities.
  • Access to leading products and carriers to build truly client-centric retirement and income plans.
  • Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.