Financial Services Appointment Setter

I will hand you a pre-qualified leads list and need you to turn those names into booked meetings on my calendar. Your calls will focus on introducing Northwestern Mutual, briefly outlining the firm’s planning and insurance services, and then moving the prospect to a confirmed appointment—nothing more complex than that.

Here’s how I picture the workflow:
• I supply the leads list, a concise call script highlighting our background and core offerings, plus access to my online calendar.
• You place the calls during standard U.S. business hours, note the outcome in a shared CRM or spreadsheet, and immediately lock in an open time slot when a prospect agrees.
• At the end of each calling block I receive a simple summary showing number dialed, contacts reached, and appointments set so I can track progress.

Basic phone etiquette, clear English, and a friendly yet professional tone are essential. If you have experience setting appointments for financial advisors or similar service businesses, that will help you hit the ground running.

Deliverable: a steady flow of calendar-confirmed meetings generated from the provided list, with accurate call notes recorded for each contact.