Appointment Setting Position

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1489 W Palmetto Park Rd
Boca Raton, FL
Application Deadline: Available Year-round
Position: 2 Full-time, Paid

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Appointment setting position:

office in Boca Raton, FL

We're looking to hiring an appointment setters that facilitates a meeting with client and candidate. This is a position where you're on the phone all day calling financial pros. We want canidates who what to have an interest in sales and maintaining a professional phone presence. After you qualify and schedule interested parties the information is submitted through our database to the the appropirate recruiting team, where they take over from there.

The appointment setter is NOT responsible for managing the interviewing and negotiating life cycle. Our appointment setters don't have to be financial experts but they do need to be experts on the client information provided. A phone personality that is friendly, upbeat and professional is mandatory. Our appoitment setters don't have ongoing correspondence or candidate management responsibilities.


Typical responsibilities include, but are not limited to:

Cold calling leads provided
Scheduling and facilitating interview meetings
Qualify candidates
Logging all information from calls into company database
Work with other team members in the recruitment of financial professionals
Recruit for a variety of roles
The ideal candidate for this position will possess the following qualifications:


High degree of integrity and superlative work ethic
The ability to work professionally and diligently without being micromanaged
Computer literacy including proficiency working with all MS Office programs
Technical comfort level with company database
Familiarity with the recruitment and/or staffing industry, finance, or financial services support preferred but not required
Exceptional interpersonal, verbal, and written communications skills
Ability to skillfully deal with strong personalities who have direct communication styles
Inside sales experience
Reliable computer with Microsoft Office

How To Apply

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