Careers with Purpose

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Appointment Setter

Fort Wayne, Indiana
Posted: 03/10/2021

The primary responsibility of the Appointment Setter is to engage leads who have not yet set First Appointments, to convert them into First Appointments and long-term clients. The ideal candidate will be a good conversationalist, an excellent communicator, persistent and confident. This salary-to-commission role will work in tandem with the Marketing Team and the Advisory Team to prioritize leads and execute contact strategies.


The Appointment Setter will engage with open, qualified leads (hot, warm and cold) to convert them into First Appointments with our Advisory team.


(Note: Other duties may be assigned)

  • Implement, and assist in the creation of, marketing contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
  • Leverage the brand’s content library, including TV and Radio show content, podcast, editorial, webinar, whitepaper and the like to deliver content to open leads that convey the long-term value that the brand can provide
  • Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends
  • Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule
  • Follow all protocols for appointment setting, including naming convention, color coding and tracking
  • Speak with confidence about the Howard Bailey brand, the services we provide and the content we produce
  • Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
  • Represent the Howard Bailey brand in all lead and client interactions, including by phone, in email and in person


  • Bachelor’s Degree, preferably in Business Administration, Communication or similar field
  • 2+ years’ experience in communication, client/customer service or business administration preferred


  • Highly personable with an optimistic outlook on work and life
  • Excellent communicator
  • Ability to work independently with little supervision
  • Remarkable organizational and prioritization skills, with a meticulous attention to detail
  • Goal-driven team player with a result-driven approach
  • Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
  • Comfortable communicating over phone and in email, leveraging tools like Google Suite, calendar scheduling and SMS platforms