Appointment Setters - Sales and Client Relations

Westaff

  • Baton Rouge, LA
  • 4 days ago
  • Full-time

Highlights

As an Appointment Setter, you'll play an important role in creating positive first impressions, developing relationships, and helping the advisory team connect with prospective clients. Our client is seeking confident, results-driven individuals to join a team that helps connect prospective clients with experienced retirement-planning advisors.

Numbers & Facts

LocationBaton Rouge, LA
Job TypeFull-time

Description

Appointment Setter – Full-Time Career Opportunity

Location: Mid-City, Baton Rouge, LA
Employment Type: Full-Time, Salaried
Open Positions: 3–4

Build Your Career in Sales and Client Relations!

Westaff Career Division is hiring 3–4 Appointment Setters for an established and growing company in the Mid-City area of Baton Rouge.

Are you a motivated, outgoing professional who enjoys connecting with people, building relationships, and achieving goals? Are you looking for a stable, full-time opportunity with room for professional growth?

This could be the career opportunity you've been waiting for!

Our client is seeking confident, results-driven individuals to join a team that helps connect prospective clients with experienced retirement-planning advisors.

What You'll Do

As an Appointment Setter, you'll play an important role in creating positive first impressions, developing relationships, and helping the advisory team connect with prospective clients.

Key responsibilities include:

  • Make outbound calls to prospective clients, spending approximately 50–75% of your workday on the phone.

  • Schedule appointments for in-house advisors and coordinate calendars.

  • Conduct appointment confirmation calls and follow up with prospective clients.

  • Help generate client referrals and identify additional opportunities.

  • Support email outreach, drip marketing campaigns, and client engagement initiatives.

  • Assist with events and follow-up activities.

  • Track daily activities, maintain accurate records, and meet established performance goals.

  • Deliver a professional, positive experience during every client interaction.

What We're Looking For

We're looking for individuals who are self-motivated, organized, and comfortable communicating with a variety of people.

Ideal candidates will have:

  • Previous sales or entrepreneurial experience.

  • Strong verbal and written communication skills.

  • Confidence making outbound calls and handling objections professionally.

  • Excellent organizational and time-management skills.

  • A goal-oriented mindset and the ability to work independently and as part of a team.

  • Proficiency with Microsoft Office applications.

  • Experience using CRM software is a plus.

  • A degree in Sales, Marketing, Communications, or Business is preferred; relevant sales experience will also be considered.

Why Consider This Opportunity?

  • Full-Time, Salaried Position: Pursue a consistent, professional career opportunity.

  • Career Growth Potential: Join a growing company with opportunities to develop your skills.

  • Meaningful Client Connections: Help individuals take the next step toward important retirement-planning conversations.

  • Engaging Work: Enjoy a position that combines sales, communication, relationship-building, and marketing support.

  • Team Environment: Work alongside professionals focused on delivering an excellent client experience.

Ready to Take the Next Step?

If you're driven, personable, and ready to put your sales and communication skills to work, Westaff wants to hear from you!

Apply today through Westaff Career Division to be considered for one of these exciting Appointment Setter opportunities in Baton Rouge, LA.

Your next career opportunity starts here!

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