Client Engagement Specialist - Financial Planning Firm
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-09-22
Listing for:
Mason Street Wealth Management
Full Time
position Listed on 2026-09-22
Job specializations:
-
Sales
Appointment Setter/ Scheduler, Inside Sales, CRM Systems & Management
Job Description & How to Apply Below
~Be the First Voice of a Trusted Financial Firm~
Your voice opens the door.
Your conversations create opportunity.
Your results directly impact revenue.
We are looking for a confident, persuasive, and highly motivated Professional Phone Representative who knows how to control a conversation, overcome objections, and turn interest into action. If you thrive on performance, momentum, and measurable wins, this role is built for you.
What You’ll Do- Speak with prospects and clients by phone with confidence and authority
- Follow up relentlessly with new and existing prospects—no lead left behind
- Set high-quality appointments for financial advisors
- Confirm and reconfirm scheduled appointments to maximize show rates
- Handle objections calmly, professionally, and effectively
- Move conversations forward and close for the appointment
- Document calls, outcomes, and next steps with precision
- Deliver a polished, professional client experience on every call
- Sales-oriented and competitive by nature
- Comfortable leading conversations and asking for commitment
- Skilled at handling objections without hesitation or defensiveness
- Self-motivated, disciplined, and driven by results
- Organized, reliable, and detail-focused
- Confident representing a professional financial firm
- Energized by goals, metrics, and daily performance targets
- Proven success in phone-based sales, appointment setting, or inside sales
- Strong verbal communication and listening skills
- Ability to follow structured call frameworks while sounding natural
- Experience with CRM systems and call tracking preferred
- Financial services, insurance, or advisory experience is a plus—but not required
- High appointment booking and show rates
- Consistent follow-up and pipeline movement
- Professional, confident, and compliant phone presence
50K - 100k Based on Performance
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If you want a role where effort equals results—and where your performance actually matters—this is your seat.
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