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Appointment (Setter) Specialist

Sound Income Group
Westbrook, CT
Expired: June 03, 2023 Applications are no longer accepted.
  • Full-Time

Appointment (Setter) Specialist


Scranton Financial Group, a successful, well-established, growth-oriented Financial Firm in Westbrook, CT seeks outgoing and self motivated Appointment Specialist to join our growing team.  Candidate will be responsible for identifying and reaching out to clients and prospective clients on the phone and scheduling appointments for our sales reps, either in person or via telephone. If you’re looking for unlimited earnings potential (base + bonus plan) and you enjoy talking on the telephone and interacting with people, this may be the ideal position for you.


  • Ensure each client and prospective client has a positive experience
  • Encourage referrals through client interaction
  • Sponsor and attend “client” and “bring-a-friend” events
  • Manage all inbound and outbound call volume, with the goal of setting appointments for advisors
  • Perform post-event follow-up activities with attendees and schedule appointments
  • Make daily appointment confirmation calls to clients and prospective clients
  • Ensure prospective client information is entered into the CRM
  • Manage and coordinate internal advisors’ calendars with clients and prospective clients
  • Master and carry-out prospecting phone calls for 60-70% of the day
  • Undertake some technology driven growth generating programs
  • Evaluate which appointments take priority over others to maximize revenue
  • Field incoming phone calls and adapt 50% or more into appointments
  • Track, assess and report the status of events and call metrics each day
  • Use Microsoft Office Suite to manage various aspects of the job
  • Demonstrate a pleasant disposition with each client and prospective client
  • Eagerly explain services to potential clients when making appointments

Qualifications and Skill Set:

  • Must be able to work for any employer without sponsorship
  • Able to travel overnight several times per month for seminars
  • High school diploma required; some college, degree or equivalent work experience preferred
  • Excellent time management and organization skills required
  • Comfortable working independently with little supervision
  • Advanced knowledge of Microsoft Office Suite
  • Proficient with multiple calendar management
  • Capable of multitasking while maintaining a positive attitude
  • Possess professional telephone greeting and presentation etiquette while possessing clear & excellent communications skills; written and verbal
  • Talented in networking with existing and potential clients, both in person and by telephone
  • Experience and willingness working in a team environment
  • Familiar with travel/event coordination, supply management and equipment maintenance


  • Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k


The duties and responsibilities described in the above job description are not a comprehensive list.  Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.


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Sound Income Group

Westbrook, CT
06498 USA



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