Inside Sales Scheduler

About the Role

Mid-American Wealth Advisory Group is seeking a highly motivated Inside Sales Scheduler with a proven background in telephone sales, inside sales, and appointment setting. This is not an entry-level position.

Key Responsibilities

• Contact warm prospects generated through our radio, television, seminars, webinars, and other marketing campaigns.
• Build trust and establish meaningful relationships over the phone.
• Qualify prospective clients based on established guidelines.
• Schedule appointments for our financial advisors.
• Handle objections professionally while maintaining a positive customer experience.
• Conduct timely follow-up with prospective clients until a decision is made.
• Accurately document all client interactions within our CRM.
• Meet or exceed daily activity and appointment-setting goals.
• Work closely with advisors to ensure a smooth transition from prospect to appointment.

Qualifications

• Required: Inside sales experience.
• Required: Telephone sales experience.
• Demonstrated success in appointment setting, business development, or outbound/inbound sales.
• Excellent communication, interpersonal, and active listening skills.
• Ability to build rapport and establish trust quickly.
• Strong organizational skills with attention to detail.
• Self-motivated, goal-oriented, and driven to succeed.
• Positive attitude with a willingness to learn and accept coaching.

About Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group helps retirees and those approaching retirement make informed financial decisions through personalized financial planning. Our marketing team generates a steady flow of interested prospects, allowing our Inside Sales team to focus on building relationships, qualifying opportunities, and scheduling high-quality appointments for our advisors.