Job Description
Company Description
CH Associates specializes in helping individuals and families achieve financial security and peace of mind through tailored financial strategies Since 1++7. With years of experience in the financial planning and insurance industry, CH Associates offers expert guidance in personal financial planning, insurance solutions, retirement and estate planning, and risk management. Our mission is to provide trusted financial advice that empowers clients to make informed decisions and confidently secure their financial future.
Role Description
This is a full-time, on-site role for an Appointment Setter/ Business Development Executive located in Vadodara. The Appointment Setter will be responsible for scheduling and setting appointments, generating leads, and maintaining effective communication with clients. Additionally, the role involves delivering excellent customer service to support the financial planning and insurance team building.
.
???? What You’ll Do:
• ???? Identify, approach, and recruit potential agents through calls, social platforms, and referrals.
• ???? Set up appointments and interviews for interested candidates with our senior advisors.
• ???? Explain the value of becoming an insurance agent and how it benefits their career path.
• ???? Maintain follow-ups, manage schedules, and ensure strong communication throughout the recruiting funnel.
• ???? Once proficient, transition into selling insurance policies and building a client base.
• ???? Eventually support mutual fund account opening and wealth management for clients.
???? Timings: + AM – 5 PM (with flexibility)
???? Full-Time | High Incentives | Career Growth
Qualifications
• Skills in Setting Appointments and Appointment Scheduling
• Experience in Lead Generation, Appointment setting.
• Strong Communication skills
• Customer Service / Administrative skills
• Ability to work independently and as part of a team
• Prior experience in the financial services industry is a plus
• High school diploma or equivalent; a Bachelor's degree in a related field is needed
• Able to meet / handle targets
What You’ll Get:
• ???? Flexible Work Schedule: Standard + AM – 5 PM with freedom to manage your productive hours.
• ???? Above-Market Incentives: Performance-based rewards that exceed industry averages. The better you perform, the more you earn — with uncapped income potential.
• ???? Growth-Oriented Culture: Training, mentoring, and on-the-job learning to help you master agent recruitment, insurance sales, and investment advisory.
• ???? Career Progression: Clear and fast-track growth from appointment setter to team leader, to full-fledged financial advisor — your growth is in your hands.
• ???? Build Your Own Team: As you gain experience, you’ll have the opportunity to manage a team of agents and scale your own business unit within the organization.
• ???? Rewards & Recognition: Monthly incentives, achievement badges, and annual awards for high performers.
• ???? Skill Development: Learn about life insurance, investment-linked plans, mutual funds, and retirement planning — backed by a team that supports your learning journey.
• ???? Office-Based : (customize depending on your setup and learning can make hybrid)
✅ What We’re Looking For:
• Strong communication and convincing skills
• Goal-oriented mindset with a passion for people and sales
• Freshers welcome; experience in sales, recruitment, or telecalling is a plus
• Willingness to learn about insurance and mutual fund products
• Self-driven and committed to achieving monthly targets
???? Your Future Starts Here
Whether you're just starting out or looking to switch into a high-growth industry, this role offers the perfect launchpad. With flexible work hours, market-leading incentives, and a roadmap to grow, you’ll not only build a rewarding career — you’ll build your own business within our organization.
Apply now and be a part of something meaningful — helping people secure their future while creating a successful one for yourself.
✨ Looking for a role where you can start strong and grow even stronger?
We’re looking for ambitious, self-motivated individuals to join our fast-growing insurance and financial services team as Appointment Setters & Agent Recruiters — with a clear career path to become top-tier insurance consultants and mutual fund advisors.
This isn’t just a job — it’s a stepping stone to building your own successful career in financial services????
Immediately available to join.
12K Salary + Attractive Incentives (More than market)
CH Associates specializes in helping individuals and families achieve financial security and peace of mind through tailored financial strategies Since 1++7. With years of experience in the financial planning and insurance industry, CH Associates offers expert guidance in personal financial planning, insurance solutions, retirement and estate planning, and risk management. Our mission is to provide trusted financial advice that empowers clients to make informed decisions and confidently secure their financial future.
Role Description
This is a full-time, on-site role for an Appointment Setter/ Business Development Executive located in Vadodara. The Appointment Setter will be responsible for scheduling and setting appointments, generating leads, and maintaining effective communication with clients. Additionally, the role involves delivering excellent customer service to support the financial planning and insurance team building.
.
???? What You’ll Do:
• ???? Identify, approach, and recruit potential agents through calls, social platforms, and referrals.
• ???? Set up appointments and interviews for interested candidates with our senior advisors.
• ???? Explain the value of becoming an insurance agent and how it benefits their career path.
• ???? Maintain follow-ups, manage schedules, and ensure strong communication throughout the recruiting funnel.
• ???? Once proficient, transition into selling insurance policies and building a client base.
• ???? Eventually support mutual fund account opening and wealth management for clients.
???? Timings: + AM – 5 PM (with flexibility)
???? Full-Time | High Incentives | Career Growth
Qualifications
• Skills in Setting Appointments and Appointment Scheduling
• Experience in Lead Generation, Appointment setting.
• Strong Communication skills
• Customer Service / Administrative skills
• Ability to work independently and as part of a team
• Prior experience in the financial services industry is a plus
• High school diploma or equivalent; a Bachelor's degree in a related field is needed
• Able to meet / handle targets
What You’ll Get:
• ???? Flexible Work Schedule: Standard + AM – 5 PM with freedom to manage your productive hours.
• ???? Above-Market Incentives: Performance-based rewards that exceed industry averages. The better you perform, the more you earn — with uncapped income potential.
• ???? Growth-Oriented Culture: Training, mentoring, and on-the-job learning to help you master agent recruitment, insurance sales, and investment advisory.
• ???? Career Progression: Clear and fast-track growth from appointment setter to team leader, to full-fledged financial advisor — your growth is in your hands.
• ???? Build Your Own Team: As you gain experience, you’ll have the opportunity to manage a team of agents and scale your own business unit within the organization.
• ???? Rewards & Recognition: Monthly incentives, achievement badges, and annual awards for high performers.
• ???? Skill Development: Learn about life insurance, investment-linked plans, mutual funds, and retirement planning — backed by a team that supports your learning journey.
• ???? Office-Based : (customize depending on your setup and learning can make hybrid)
✅ What We’re Looking For:
• Strong communication and convincing skills
• Goal-oriented mindset with a passion for people and sales
• Freshers welcome; experience in sales, recruitment, or telecalling is a plus
• Willingness to learn about insurance and mutual fund products
• Self-driven and committed to achieving monthly targets
???? Your Future Starts Here
Whether you're just starting out or looking to switch into a high-growth industry, this role offers the perfect launchpad. With flexible work hours, market-leading incentives, and a roadmap to grow, you’ll not only build a rewarding career — you’ll build your own business within our organization.
Apply now and be a part of something meaningful — helping people secure their future while creating a successful one for yourself.
✨ Looking for a role where you can start strong and grow even stronger?
We’re looking for ambitious, self-motivated individuals to join our fast-growing insurance and financial services team as Appointment Setters & Agent Recruiters — with a clear career path to become top-tier insurance consultants and mutual fund advisors.
This isn’t just a job — it’s a stepping stone to building your own successful career in financial services????
Immediately available to join.
12K Salary + Attractive Incentives (More than market)
💡 Quick Summary
Seeking a career-building opportunity? The Appointment Setter position is now open for candidates interested in the Receptionist & Front office Jobs sector. This role in Vadodara offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Receptionist & Front office Jobs is a plus.
