Job Description

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Role Overview

We are seeking a motivated and professional Acquisition Specialist to support our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations.

This position focuses on connection, qualification, and scheduling — not closing sales.

Key Responsibilities

Client Outreach & Engagement

• Make outbound calls, texts, and emails to prospective and existing clients
• Respond promptly to inbound inquiries and leads
• Deliver a clear, confident overview of services using approved scripts
• Build rapport and create a positive first impression of the agency

  Appointment Setting & Qualification

• Qualify prospects using defined criteria (needs, timing, eligibility, interest)
• Schedule appointments accurately on advisor calendars
• Confirm appointments and reduce no-show rates through reminders
• Reschedule or follow up on missed appointments as needed

  CRM & Documentation

• Accurately log all activity in the CRM (calls, notes, outcomes)
• Maintain clean and organized lead and contact records
• Track appointment outcomes and required follow-ups
• Flag hot leads or concerns to sales leadership

  Performance & Accountability

• Meet or exceed daily and weekly activity goals (calls, contacts, appointments set)
• Follow all scripts, compliance guidelines, and brand standards
• Participate in coaching, role-plays, and performance reviews
• Continuously improve appointment conversion and show rates

Qualifications

• Strong communication and phone presence
• Comfortable with high-volume outbound calling and follow-up
• Detail-oriented with excellent organizational skills
• Ability to follow scripts while sounding natural and engaging
• Experience with CRM systems preferred (training provided if needed)
• Prior call center, appointment setting, or customer service experience is a plus

Flexible work from home options available.

Job Tags

Flexible hours

Similar Jobs