Appointment Setter

Fort Wayne, Toledo, South Bend
Posted: 10/27/2022

Howard Bailey Financial is seeking a sales-driven, self-motivated and personable Appointment Setter to join their growing team. The primary responsibility of this role will be to engage leads, pre-qualify them, and convert them into First Appointments, and ultimately, long-term clients.

This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc.

The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured. This role will work in tandem with the Marketing Team and the Advisory team to prioritize leads and execute contact strategies.


The Appointment Setter will build relationships with open, qualified leads (hot, warm and cold) to convert them into First Appointments, and ultimately, long-term clients.

(Note: Other duties may be assigned)

  • Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
  • Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
  • Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
  • Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule
  • Follow all protocols for appointment setting, including naming convention, color coding and tracking
  • Speak with confidence about Howard Bailey’s mission, core competencies, the services we provide and the content we produce
  • Understand the target client and their overall concerns regarding their retirement, including (but not limited to) market fluctuation, inflation, recession, required minimum distributions, and the like
  • Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
  • Update CRM with details on all conversations and appointments
  • Track weekly and monthly progress, including number of calls made, appointments set and appointments kept
  • Represent the Howard Bailey brand in all lead and client interactions, including by phone, in email and in person


  • Bachelor’s Degree, preferably in Finance, Sales or similar field
  • 2+ years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company


  • Highly personable with an optimistic outlook on work and life
  • Excellent communicator
  • Ability to work independently with little supervision
  • Remarkable organizational and prioritization skills, with a meticulous attention to detail
  • Goal-driven team player with a result-driven approach
  • Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
  • Comfortable communicating over phone and in email, leveraging tools like Salesforce, Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology