Financial Advisor Assistant/Appointment Scheduler (On Site)

With four decades of experience, Alliance America is a privately owned, technology-powered financial services company dedicated to helping American consumers achieve their financial planning goals. We hold an A+ BBB rating and are committed to innovation, professionalism, and the ongoing development of our employees. We believe Financial Planners should focus on guiding clients to a secure financial future-not getting bogged down in administrative tasks.

Position Overview

We are seeking a service-oriented Financial Advisor Assistant/Appointment Scheduler to support our agents during field visits and help organize a wide range of appointments for our growing customer base. This is an in-office, outbound calling role (no cold calling) based at our [Location]. You will collaborate closely with financial advisors and provide essential administrative support in a fast-paced, professional environment.

Key Responsibilities

• Organize and schedule appointments for financial advisors, leveraging our expanding client base
• Make outbound calls to existing leads to confirm, reschedule, or set appointments-no cold calling
• Provide administrative support to financial advisors during field visits
• Maintain accurate records of appointments and client communications
• Build rapport with clients and deliver a high standard of customer service
• Handle objections and overcome them using training tools and provided scripts
• Collaborate with the advisor team to ensure a seamless client experience
• Work with Windows-based programs and maintain attention to detail in all documentation
• Meet deadlines and contribute to the overall efficiency of the office

Requirements

• Organized, professional, and detail-oriented
• Excellent telephone etiquette and articulate communication skills
• Previous experience in sales, appointment mapping, or agent sales support preferred
• Ability to handle objections effectively with provided training
• Strong work ethic and reliable attendance
• Familiarity with Windows-based programs
• Ability to work independently and as a team player
• Skilled at building client rapport
• Comfortable working in a fast-paced environment

Compensation & Benefits

• Hourly pay plus commission
• W-2 compensation, paid weekly
• Health, Dental, Vision, and Life Insurance after 90 days
• Holiday Pay, PTO, and Vacation
• 401K with company match

This is not a remote position. You must be able to work on-site at our office.

Ready to help clients achieve their financial goals while growing your own career? Apply today to join UF Resources as a Financial Advisor Assistant/Appointment Scheduler!