Appointment Setter​/Inside Sales Representative - Tiffany Springs, MO

Appointment Setter / Inside Sales Representative

Appointment Setter / Inside Sales Representative

Location: Tiffany Springs, MO

Employment Type: Full-time, Monday–Friday, 9:00 a.m.–5:00 p.m.

Overview

Our client, a growing financial advisory practice, is seeking an Appointment Setter / Inside Sales Representative to join their team. This person will play a critical role in converting a steady flow of warm inbound leads into qualified first appointments for the advisory team.

Unlike a traditional cold-calling position, this role is supported by an established marketing engine that generates leads through radio, podcasts, and other marketing channels. Prospects have already raised their hand and expressed interest, allowing the Appointment Setter to focus on having quality conversations, qualifying prospects, and getting the right people in front of an advisor.

This is an ideal opportunity for someone who enjoys being on the phone, is confident and persuasive, builds rapport quickly, and is motivated by clear goals and measurable results. The successful candidate will use Salesforce to manage leads, document conversations, schedule appointments, and maintain a healthy pipeline.

A typical day for the Appointment Setter / Inside Sales Representative runs from 9:00 a.m. to 5:00 p.m. and is centered around the phone and Salesforce.

The day begins by reviewing new inbound leads from the firm's radio and podcast marketing campaigns, along with follow-ups, reschedules, and outstanding tasks from the previous day.

Throughout the day, the Appointment Setter will speak with warm prospects who have already expressed interest in learning more. These conversations typically last 10–15 minutes and are designed to understand the prospect's situation, determine basic fit, answer initial questions, and position a meeting with an advisor.

Once a prospect is qualified, the Appointment Setter will schedule the first appointment, send confirmations, and complete the appropriate follow-up to help ensure the prospect actually attends the meeting.

The role also includes working older leads and "graveyard" leads, following up with prospects who previously did not schedule, and helping reschedule canceled or missed appointments.

Every interaction is documented in Salesforce, so the advisory team has accurate information before meeting with a prospect. The Appointment Setter will also regularly communicate with the team regarding lead quality and what is or isn't working in the process.

• Strong phone presence and confident verbal communication skills
• Ability to quickly build rapport and establish trust with prospective clients
• Experience in inside sales, appointment setting, telemarketing, call center, business development, or another phone-based sales environment
• Comfortable leading conversations rather than simply taking messages
• Strong listening and questioning skills
• Ability to identify basic prospect needs and determine whether someone is a qualified opportunity
• Comfortable asking for the appointment and overcoming light objections
• Strong organizational skills and attention to detail
• Ability to manage multiple follow-ups and tasks in a CRM
• Comfortable working toward measurable activity and production goals
• Resilient, positive, and motivated by performance-based goals

• Experience in financial services, financial advising, insurance, or another professional services environment
• Previous experience working with warm inbound leads
• Salesforce experience or familiarity with another CRM
• Experience scheduling appointments for sales or advisory professionals
• Experience working with radio, podcast, digital, or other marketing-generated leads

This is a strong opportunity for someone who enjoys sales and client conversations but does not want to spend their day making completely cold calls.

The firm's marketing efforts generate a consistent stream of warm prospects through radio, podcasts, and other channels, meaning the people you are speaking with have already shown an interest in learning more. Your job is to have the conversation, determine…