Appointment Setters

Every appointment-setter has a degree!

First Annuity Source relies most heavily on the appointment-setters working within the organization. The relationship you develop with your appointment-setter is the key to your success. Every appointment-setter here is a college graduate with a degree in either finance and/or economics. As a result, their understanding of financial instruments, combined with their own unique ability to professionally represent their agent’s strengths, make conversations with potential clients produce results. As a financial advisor or insurance agent, you are only paid for products you sell. At First Annuity Source, appointment-setters are only paid for presentations that you confirm.