What are the responsibilities and job description for the Appointment Setter position at Ridgemont FInancial - Brandi Jo Newman?
Company Description Ridgemont Financial – Brandi Jo Newman is a growth-focused firm in the annuity and financial services space, led by an entrepreneurial founder with a background in global professional sports and business building. The organization emphasizes a people-centric philosophy grounded in connection, validation, and trust. The team is known for scaling high-performing groups and delivering measurable results through innovative executive relationship management. Ridgemont Financial is dedicated to helping clients achieve their financial goals through customized strategies and expert guidance. Team members are supported in developing their expertise, integrity, and long-term career growth.
Role Description This is a full-time remote role for an Appointment Setter. The Appointment Setter will contact prospective and existing clients by phone, email, and messaging platforms to qualify leads and schedule appointments for financial consultations. Daily responsibilities include managing calendars, confirming and rescheduling appointments, and accurately recording all interactions and outcomes in the CRM or tracking system. The role involves following structured outreach scripts while personalizing conversations, handling basic questions about services, and directing more complex inquiries to the appropriate team member. The Appointment Setter will collaborate closely with advisors and internal staff to ensure a smooth handoff of qualified leads and help maintain a consistent pipeline of booked meetings.
Qualifications
- Strong appointment-focused skills, including Setting Appointments and Appointment Scheduling in a professional environment.
- Experience with Lead Generation, including qualifying prospects and nurturing interest through outbound and inbound outreach.
- Excellent Communication skills, with clear, confident, and respectful phone, email, and written communication.
- Proven Customer Service abilities, including active listening, empathy, and resolving basic issues or objections.
- Comfort using CRM or scheduling tools, and ability to maintain accurate, organized records of client interactions.
- Self-motivated and disciplined, with the ability to work independently in a remote, performance-driven setting.
- Prior experience in financial services, insurance, or annuities is preferred but not required; willingness to learn is essential.
- High school diploma or equivalent required; additional education or relevant certifications are an advantage.