Appointment Setter for Financial Advisors

On-site    Bradenton, Florida, United States    Appointment Scheduling    Full time


We are a well-established Financial Planning Services company with four decades of experience, dedicated to the belief that Financial Planners should focus on their expertise – guiding customers to secure their financial future, rather than getting bogged down in administrative tasks. We are in search of service-oriented individuals to assist our agents during their field visits.

In this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offer diverse administrative support. These are outbound calls to existing customers. No Cold calling.

UF Resources is a privately owned financial services company powered by technology and boasting an A+ BBB rating. Committed to innovation, UF Resources employs a team of skilled professionals dedicated to helping American consumers achieve diverse financial planning goals.

Operating within a fast-paced and professional environment, we prioritize the development of our employees to their fullest potential. We firmly believe that when our employees thrive, our business thrives in tandem.

Please note that this is not a remote position. This is an in office role.


Here are some of the essential qualifications for this role:

  • Organized, solid professional
  • Great telephone etiquette and articulation
  • Previous experience in sales, appointment mapping and/or agent sales support
  • Ability to handle objections and overcome them based on training tools and scripting objectives
  • An incredible work ethic and show up to work every day on time
  • Familiarity with Windows-based programs
  • Work independently while being a team player
  • Ability to build rapport with clients
  • Deadline and detail-oriented


Embark on a rewarding career journey with a comprehensive suite of benefits.

  • W-2 Compensation paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 Days
  • Holiday Pay, PTO and Vacation
  • 401K w/ Company Match

Join us in shaping a fulfilling career where your talents thrive and your contributions matter.