Demo

Customer Service / Appointment Setting Representative

Goldman Financial
Lewisville, TX Full Time
POSTED ON 9/14/2026
AVAILABLE BEFORE 10/13/2026

Love talking to people? We'll teach you the rest.


We're growing our team and looking for people who are comfortable on the phone, genuinely enjoy conversation, and want a clear path to earn more. No merchant services or finance experience required — we have a structured two-day training program and ongoing coaching that will get you up to speed.


What you'll do

  • Call small business owners across the country to introduce our payments program
  • Have real conversations — answer questions, handle the occasional "not right now" with a smile, and keep things moving
  • Book qualified appointments for our account executives to follow up
  • Keep clean notes in our system so the next step is easy for everyone
  • Hit daily activity and appointment goals with a team that's cheering you on


Who does well here

  • People who've worked in customer service, retail, restaurants, hospitality, call centers, front desk, collections, reception, or anywhere else that meant talking to strangers all day
  • Anyone who can pick up a phone without overthinking it — that's the one thing we can't train
  • Clear, friendly communicators who stay upbeat after a "no"
  • Reliable, coachable, and competitive with themselves
  • Comfortable with basic computer work (CRM, email, spreadsheets)


What you get

  • Hourly base plus bonuses tied to appointments set — your effort shows up in your check
  • Paid, hands-on training from day one
  • A defined promotion path into account executive and closing roles, with residual income potential as you grow
  • Voluntary medical, dental, vision, and supplemental benefits after 30 days.
  • An energetic, in-person sales floor — not a remote job where you're on your own
  • Growing company with real advancement, not a dead-end seat


Requirements

  • Comfortable making outbound calls all day — this is the core of the job
  • Strong spoken English; bilingual (Spanish) is a plus
  • High school diploma or equivalent
  • Able to work on-site
  • 18


How to apply
Submit your resume through Indeed. Short phone screen first — if you can hold a good conversation for five minutes, you're already ahead. Interviews are in person at our office.


Goldman is an equal opportunity employer. We hire based on attitude, communication, and work ethic — not your background.

Company Description

Goldman is a financial services hedge fund that specializes in private lending and financial services to small to medium sized businesses throughout the United States and Canada.

Salary : $15 - $40

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