Appointment Setter
Financial Services of America
Appointment Setter
Financial Services of America
Independent financial planning and insurance provider
Financial Services of America · Troy, United States · — · Posted 2026-10-06
Workplace: on_site
Department: Financial
Job Type
Full-time
Pay: $52,000.00 per year + Bonus
Workplace Location
Full Job Description:
Help People Retire with Confidence While Building a Rewarding Career
For 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's Top Workplaces. This distinction reflects our commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are supported, valued, and empowered to grow, they do their best work.
As a leading retirement planning firm, we help individuals and families prepare for their financial future through personalized guidance, trusted advice, and long-term relationships. Our success is built on a culture of teamwork, integrity, accountability, and service.
We're looking for an energetic, professional, and motivated Appointment Setter who enjoys connecting with people, building relationships, and creating opportunities. This is a key position within our organization and often serves as the first impression prospective clients have of our firm.
If you're someone who thrives on meaningful conversations, enjoys helping others, and wants to be part of an award-winning organization that values its people, we'd love to meet you.
About the Role
As an Appointment Setter / Inside Sales Representative, you'll connect with individuals who have expressed interest in learning more about retirement planning and financial services. Your primary responsibility will be building rapport, answering questions, and scheduling appointments for our financial advisors.
This role is ideal for someone who enjoys speaking with people, is naturally persuasive, and understands the importance of creating positive first impressions.
Key Responsibilities
Qualifications
Preferred Experience
Skills and Attributes
Compensation
Why Join Financial Services of America?
At FSA, we are committed to helping both our clients and our team members succeed. You'll be joining a growing organization that invests in its people and provides opportunities for professional growth and advancement.
Our Core Values
World Class
Vastly exceeding clients' expectations and building loyalty as a result.
Dedicated
Committed to the success of our clients, teammates, and families.
One Team, One Goal
Working together to achieve extraordinary results.
Driven
Continuously improving and demonstrating initiative in support of the company's vision.
Great Attitude
Enjoying what you do and embracing change with enthusiasm.
Schedule
Benefits
Apply at Financial Services of America
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Independent financial planning and insurance provider
Financial Services of America provides independent financial planning and insurance services in Michigan, offering a full lineup of insurance and investment products and a one-stop shopping experience with discounted access to CPAs, estate attorneys, mortgage experts, and insurance professionals. Its products come from FSA for insurance, AE Financial Services, LLC (AEFS) for securities, and FSA Advisors (FSAA) for investment advisory, with each entity operating separately. The company uses its independence to provide an unbiased, educational approach to personal finance, helping clients understand options and coordinate strategies. The goal is to help clients build holistic financial plans by coordinating advice from multiple professionals and ensuring comprehensive coverage for insurance and investments.
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