New 
Financial Services Appointment Setter - Outbound Business Development
 TEKsystems | |
$63,000.00 / yr
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 United States, Texas, Fort Worth | |
 May 12, 2025 | |
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* Job Title: *Appointment
Setter - Outbound Business Development *Location: *Fort Worth, TX 76109 *Employment Type: *W2 Employee (Direct Placement or Contract-to-Hire) it depends on the client needs *Salary: *$60,000 - $64,000 per year *Compensation: *Hourly rate with incentive plan and performance-based bonus *Job Summary: *We are seeking motivated and sales-oriented individuals to join our team as Appointment Setters for outbound calls. This role involves engaging with leads provided by our marketing team, pre-qualifying potential clients, and setting appointments with advisors. This is an excellent opportunity for individuals looking to gain experience in financial services and eventually obtain necessary licenses. *Key Responsibilities:* * Make outbound calls to leads generated by the marketing team (no cold calling). * Conduct basic conversations to engage potential clients and provide a value proposition. * Pre-qualify leads by gathering information from the website and screening them. * Set appointments with advisors for interested clients. * Maintain accurate records of interactions and follow-up activities. * Collaborate with the marketing team to optimize lead generation and conversion. *Qualifications:* * Previous experience in financial services or sales is preferred. * Strong communication and interpersonal skills. * Ability to engage clients and provide compelling value propositions. * Detail-oriented with excellent organizational skills. * Motivated and goal-oriented individuals looking for a steppingstone to obtaining licenses. * *No specific licenses required initially, but willingness to obtain necessary licenses in the future.* *Benefits:* * Competitive hourly rate with incentive plan*.* * *Performance-based bonus.* * *Opportunity for career growth and development in the financial services industry.* *Pay and Benefits* The pay range for this position is $63000.00 - $63000.00/yr. Performance based bonuses, 25% turnover is all internal promotion, great culture, 15% stock fee options *Workplace Type* This is a hybrid position in Fort Worth,TX. *Application Deadline* This position is anticipated to close on May 21, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. | |