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.