Appointment Setter

Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. They are seeking a motivated Appointment Setter to connect with prospects and schedule meetings with financial advisors, focusing on generating qualified leads through various marketing strategies. Responsibilities Outstanding phone skills and a confident, friendly manner speaking with clients Outbound calling and appointment setting throughout the day Contact prospective clients from marketing campaigns and lead database Follow up with TV, seminar, and digital leads in a timely manner Schedule qualified prospects for consultations with financial advisors Confirm upcoming appointments to maximize show rates Maintain accurate records of calls, notes, and appointments in our CRM (Redtail) Build rapport with prospects and clearly explain the value of meeting with our advisors Work closely with advisors and the marketing team to ensure smooth appointment flow Meet or exceed daily and weekly call and appointment targets Skills High School Diploma Skilled in building strong, trust-based relationships with clients Comfortable making outbound calls Possesses a positive attitude and willingness to learn Highly organized and able to manage multiple leads Self-motivated with a strong work ethic Excellent communication; written and verbal CRM (Redtail) experience Experience in sales, appointment setting, call centers, or customer service Benefits Health, dental and vision insurance PTO Retirement plan with 3% match Company Overview Miller Retirement Group offers retirement planning and wealth management services through AE Wealth Management, LLC. It was founded in 2010, and is headquartered in Lawrence, Kansas, USA, with a workforce of 2-10 employees. Its website is