Appointment Setter (Part-Time)

Location: Remote
Remote Status: Fully Remote
Job ID: 3898
Openings: 1
Pay Range: $25 per hour + performance-based bonuses
Schedule: Up to 15 hours weekly

Join South Shore Retirement Services as a Part-Time Appointment Setter

If you are eager to sharpen your career trajectory while playing a meaningful role in a client-centered financial environment, South Shore Retirement Services may have the right opening for you. Based in Hingham, MA, this thriving financial practice is seeking a Part-Time Appointment Setter who can skillfully connect with prospective clients and help transform early interest into meaningful conversations.

This is not a cold-calling grind. Instead, you will be reaching out to individuals who have already interacted with the firm through various marketing channels and have demonstrated genuine curiosity about the company’s services.

A Lead-Nurturing Role Built on Warm Interest

Unlike roles rooted in unsolicited outreach, this position centers on engaging warm leads—people who have already shown intent through the firm’s established marketing ecosystem. That interest may stem from:

Educational workshops and seminars
Webinars
Radio campaigns
Television advertising
Social media outreach
Website inquiries
YouTube content
Other branded marketing funnels

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Your responsibility will be to continue that momentum with tact, timing, and professionalism—guiding prospects toward scheduled appointments without ever sounding forceful or overbearing.

Who South Shore Retirement Services Is Looking For

The right candidate is more than a scheduler. This person is a polished communicator, a natural rapport-builder, and someone who understands that trust is earned one conversation at a time.

You should bring:

A warm, approachable demeanor paired with a consistently upbeat outlook
Strong verbal and written communication skills
The discipline to work independently with minimal oversight
Sharp organizational instincts and the ability to juggle priorities with precision
A goal-oriented mindset balanced by team collaboration
A sturdy work ethic and a results-focused attitude
An entrepreneurial lens for cultivating and expanding a pipeline
Elevated customer service instincts
A professional, courteous presence in every interaction
Ease with phone, email, text, and modern scheduling or CRM tools such as Salesforce, Redtail, HubSpot, Microsoft Office, calendars, and similar platforms

Minimum Qualifications

To be considered, applicants should meet the following baseline requirements:

At least 2 years of experience working alongside a Financial Advisor or in a sales-focused role where appointment setting was a core duty
Solid command of the MS Office Suite
Hands-on familiarity with a CRM platform (experience with Redtail and HubSpot is especially valuable)
Exceptional time stewardship and the ability to stay on top of multiple follow-ups
A demonstrated history of successfully engaging prospects and converting interest into booked conversations

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Core Responsibilities

In this role, you will serve as a key touchpoint between interested prospects and the advisory team. Your day-to-day work will include:

Reaching out to prospective clients and securing first appointments
Helping develop and execute contact strategies that keep open leads connected to the brand
Managing appointment setting, confirmations, and event reminders through both phone and email
Logging weekly and monthly outreach metrics within the CRM, including:
- Number of calls placed
- Appointments booked
- Appointments kept
Maintaining consistent follow-up with prospective clients
Supporting the Advisor’s calendar by arranging initial meetings
Following established appointment-setting protocols, including naming conventions, color coding, and tracking procedures
Speaking confidently about the firm’s mission, strengths, service offerings, and educational content
Understanding the concerns of the target client base, particularly around retirement planning topics such as:
- Market volatility
- Inflation
- Recessionary pressure
- Required minimum distributions
- Other retirement-related uncertainties
Staying informed about upcoming events, new content launches, and evolving marketing campaigns, then using those touchpoints to encourage conversions
Updating the CRM with detailed notes from every interaction and appointment
Representing the South Shore Retirement Services brand professionally across phone calls, emails, and in-person interactions when needed
Handling additional projects and duties as assigned