What are the responsibilities and job description for the Inside Sales Representative - Growth position at Big Money Management?
The Sales Appointment Setter plays a critical role in supporting firm growth by managing prospect outreach, scheduling qualified appointments, and maintaining advisors’ calendars at or above required activity levels. This position serves as a primary point of contact for prospective clients, ensuring timely follow-up, accurate CRM documentation, and a professional client experience from first contact through appointment confirmation.
This role is 100% in the office, Monday through Friday. Attendance at all client seminars and events is required. Base salary is $40,000 with an incentive compensation based on the first appointment held. Incentive is paid out bi-weekly.
Salary : $40,000 - $45,000