Job Description
About Us
We’re growing and looking for a motivated Appointment Setter to join our team and play a key role in helping people take the first step toward a Rock Solid Retirement. At the core of what we do is a simple philosophy: Protect. Preserve. Grow. That means keeping our clients' money safe from unnecessary risk, building tax-efficient income plans, and giving them the confidence to enjoy retirement on their terms.
What You’ll Do
As an Appointment Setter, you’ll be the friendly first point of contact for prospective clients who have shown interest in our services—whether through downloading a guide, taking our retirement quiz, or attending one of our events. Your goal? Start the conversation, understand their needs, and book a time for them to speak with one of our licensed advisors.
Responsibilities:
What We’re Looking For
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