We are seeking a motivated and professional Acquisition Specialist to support our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations.
This position focuses on connection, qualification, and scheduling — not closing sales.
Key Responsibilities
Client Outreach & Engagement
Make outbound calls, texts, and emails to prospective and existing clients
Respond promptly to inbound inquiries and leads
Deliver a clear, confident overview of services using approved scripts
Build rapport and create a positive first impression of the agency
Appointment Setting & Qualification
Qualify prospects using defined criteria (needs, timing, eligibility, interest)
Schedule appointments accurately on advisor calendars
Confirm appointments and reduce no-show rates through reminders
Reschedule or follow up on missed appointments as needed
CRM & Documentation
Accurately log all activity in the CRM (calls, notes, outcomes)
Maintain clean and organized lead and contact records
Track appointment outcomes and required follow-ups
Flag hot leads or concerns to sales leadership
Performance & Accountability
Meet or exceed daily and weekly activity goals (calls, contacts, appointments set)
Follow all scripts, compliance guidelines, and brand standards
Participate in coaching, role-plays, and performance reviews
Continuously improve appointment conversion and show rates
Qualifications
Strong communication and phone presence
Comfortable with high-volume outbound calling and follow-up
Detail-oriented with excellent organizational skills
Ability to follow scripts while sounding natural and engaging
Experience with CRM systems preferred (training provided if needed)
Prior call center, appointment setting, or customer service experience is a plus