Business Development Coordinator​/Inside Sales - Appointment Setter

Business Development Coordinator / Inside Sales - Appointment Setter

4 days ago Be among the first 25 applicants

Singer Wealth is seeking a Business Development Coordinator – Inside Sales/Appointment Setter to support advisors by engaging prospective clients, scheduling qualified appointments, and maintaining accurate lead and event data. This role is phone-focused and plays a key part in converting interest into meaningful advisor meetings.

This position is ideal for someone who enjoys relationship-building, structured follow-up, and working in a performance-driven environment.

• High volume outbound calls to prospective clients who have expressed interest through Singer Wealth marketing channels
• Qualify leads through thoughtful discovery conversations
• Schedule consultation appointments for advisors
• Maintain consistent follow-up to support booking and show rates
• Attend 2–3 seminars or client events per month in the Aventura and Plantation areas (occasional evenings)
• Data Entry:
  Capture and enter post-event data, notes, and outcomes into CRM (Salesforce) and Excel tracking tools
• Accurately document all calls, appointments, and follow-ups
• Communicate with advisors, marketing, and operations to ensure smooth handoffs

• 2+ years of experience in inside sales, business development, or client-facing roles
• Comfortably spending a significant portion of the day on the phone
• Strong organizational skills and attention to detail
• Experience using CRM systems and Microsoft Excel
• Professional, confident communication style
• Financial services experience preferred, not required
• In-office, collaborative team environment
• Direct impact on advisor success and firm growth
• Competitive base salary (starting at $50K) with incentive bonuses
• Medical, vision, dental, and disability insurance
• SIMPLE IRA with company match
• PTO starting at 2 weeks (3 weeks at 5 years)
• Company retreat when firm goals are achieved

• In-office role (Boca Raton or Aventura, FL)
• Standard business hours (8:30-5:30) with occasional evening seminars

Entry level

Full-time

Business Development and Sales

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