Financial Advisory Discovery Call Specialist

What You'll Do We're looking for an experienced professional to conduct initial discovery calls with prospective clients. You'll be the first live conversation many leads have with our firm, so we need someone who can build rapport quickly, ask smart qualifying questions, and set the stage for a productive follow-up meeting with our advisory team. Responsibilities include: Conduct scheduled discovery/intake calls with prospective clients (mostly federal employees exploring retirement income options) Gather key information: retirement timeline, current TSP/401(k) balances, pension eligibility, risk tolerance, and financial goals Explain our services at a high level (retirement income planning, annuities, TSP rollover strategies) without providing specific investment advice or recommendations Accurately log call notes and qualifying details into our CRM Schedule qualified prospects for a follow-up strategy session with our advisors Follow a call script/framework while still sounding natural and consultative What We're Looking For Prior experience in financial services, insurance, annuities, or retirement planning (call center, sales, or advisory support experience all welcome) Excellent phone presence — warm, trustworthy, and clear communicator Familiarity with basic retirement concepts (TSP, 401(k), pensions, annuities) is strongly preferred Comfortable working from a script/talk track while adapting to different personalities Reliable, organized, and comfortable with CRM data entry Series 65, insurance license, or other industry credentials are a plus but not required (you will NOT be giving investment advice — this is an intake/qualifying role) Based in the U.S. and available during U.S. business hours (Eastern Time preferred) Important Compliance Note This role is strictly for lead qualification and appointment setting — no investment recommendations, product sales, or advice will be given by the contractor. All calls simply gather information and pass qualified leads to our licensed advisory team.