Job Openings

Outbound Scheduler

Houston, TX | Direct Hire

Post Date: 05/11/2017 Job ID: 14367 Function: Administrative/Clerical Pay Rate: $35-40K Base + Commission. Estimated earnings $55-60K.

Stable and growing Financial Services firm in Houston is looking for an Outbound Scheduler to support their growing team of Financial Advisors. Very positive work environment and great benefits! Ready to interview and hire immediately.

Location: Memorial Area

Salary: $35-40K + Bonus (Estimated earnings $55-60K 1st year)

Primary purpose of position is to consistently fill the advisors schedule with qualified appointments. This is achieved by implementing various pre-determined marketing strategies, such as outbound appointment setting calls, event coordination, seminar management, administration of client concierge program, consistent prospect/client mailing such as monthly newsletters and weekly emails, calendar management including confirmation calls, prospect follow-up and tracking the effectiveness of each marketing strategy.


  • Ensure each advisor’s calendar meets or exceeds the minimum amount of appointments on a day-to-day basis
  • Call, prequalify, schedule and follow-up with prospects for first appointments from seminars and events
  • Call all prospective clients, record results in database, and follow-up regularly until prospect comes in for a visit
  • Mail first appointment letter upon scheduling of appointment
  • Call and confirm every first appointment for the following day
  • Call qualified prospects for personal event invitations
  • Mail confirmation letter upon scheduling of review meeting
  • Input prospects and keep database/CRM program up-to-date
  • Manage advisor’s calendar regarding 1st appointment rescheduling
  • Input notes to database/CRM of phone calls made and appointments set
  • Track client referrals
  • Email advisor a status at the end of each day
  • Prequalify RSVPs for upcoming seminars


  • Prior experience in a sales type environment
  • Outbound marketing call experience
  • Ability to motivate prospects to come in for an appointment
  • Attention to detail and accuracy
  • Consistent follow-through
  • Desire to build relationships with people
  • Highly organized

Kimberly Carpenter
Director of Recruiting - Murray Resources

Specializing in matching talent with Human Resources, Administrative, Sales, Marketing, Accounting, Finance, and Customer Service roles.

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