Online meeting scheduler for financial wholesalers in the US and Canada from ESA

About ESA Executive Scheduling Associates

Our passion is providing outstanding service that results in loyal partnerships by scheduling meetings that matter.

MEETINGS THAT MATTER

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OUTSTANDING SERVICE

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LOYAL PARTNERSHIPS

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MEETINGS THAT MATTER • OUTSTANDING SERVICE • LOYAL PARTNERSHIPS •

Our mission
Company Values

Our mission is to provide distinguished service as your partner in results-based scheduling and list management. We assume there is probably one thing more important to you than our effectiveness in supporting your work. That is the behind-the-scenes values that surface when we work with you and your customers. So this is what makes us tick. ​

Our Core Values:

  • Integrity

  • Excellent results

  • Teamwork

  • Leadership

Why choose us
What Makes ESA Unique

High Touch,
High Tech Service

We excel at combining the best of both worlds: personal touch and cutting-edge technology. Our commitment to maintaining high levels of personalized service is unwavering. When it makes sense, we strategically integrate the latest digital tools to boost service outcomes. We harness modern technology to enhance client productivity, but never at the expense of human connection.

U.S. Based,
W2 Employees

We pride ourselves on having a team of U.S.-based, W2 employees—real, live humans, not robots or extraterrestrials. We don’t outsource overseas or rely on 1099 contractors. Our dedicated schedulers are meticulously trained, coached, and managed, ensuring our clients receive top-tier service and the best possible results. Rest easy, knowing your accounts are in capable, earthling hands.

Meetings That Matter

We’re dedicated to scheduling meetings that truly matter. Quality takes precedence over quantity. We’re not just making calls to hit numbers; we aim to get the right names on your calendar. This is why we invest time onboarding clients and curating their databases. Our process involves ranking contacts, creating targeted focus lists, and training our schedulers to use precise criteria.

ESA Executive Team

Steve, Corporate Strategy at ESA appointment scheduling service
Erin, Director of Corporate Communications at ESA in California
Dee, Director of Account Management & Training at ESA
Brianne, Director of Corporate Data System at ESA

Dee O'Shea

Director of Account
Management

Brianne Fukuda

Director of Corporate Data System

Leslie, Account Manager at ESA appointment booker nationwide
Donna, Account Manager at ESA online appointment scheduler

Leslie Adams

Account Manager

Donna Allen

Account Manager

Libbie, Account Manager at ESA appointment scheduling
Christina, Account Manager at ESA online appointment schedulers

Libbie Decker

Account Manager

Christina Russell

Account Manager

Keri, COO at ESA appointment scheduling for financial wholesalers
Mitch, CEO at ESA financial meeting scheduler nationwide

Keri Gentry

COO

Mitch Santala

CEO

Alisha, Director of Client Services at ESA meeting scheduler
Carol, Finance and HR Director at ESA meeting scheduler

Alisha Mendez

Director of Client Services

Carol Harris

Finance & HR Director

Erin Pruetz

Director of Corporate Communications

Steve Hunt

Corporate Strategy

Gena, Data Team Manager at ESA meeting scheduler

Gena Schneider

Data Team Manager

What our team says
Employee Testimonials

Read what our employees are saying about their experiences working at Executive Scheduling Associates.

Join Our Team →

  • “ESA has helped me have a professional purpose every day. They have provided opportunities for my family that would not have been possible without them. I enjoy getting to work with different clients, helping them grow and be successful with their businesses.”

    Lara Hovav, Executive Scheduler with ESA since 2016

  • “The leadership team encourages and supports you along while challenging you to be the best scheduler you can be - you are given the tools to excel for your clients. We may work remotely but you are never alone in your journey at ESA. Here you truly are a part of a family work environment.”

    Melinda Krenn, Executive Scheduler with ESA since 2016

  • "Having worked as an independent contractor for several years, I realized how limited I was in the level of service I could provide my clients."

    Keri Gentry, Co-Founder

  • “Working for this company has provided me so much growth and learning. I have three kids who can be demanding of my time with school activities and sports. ESA offers me a professional career with the flexibility to accommodate my family’s needs as well.”

    Mica Gunn, Executive Scheduler with ESA since 2019

  • “Despite working at home, the amount of communication, support, and encouragement we receive you’d think you were in an office. I have grown tremendously with feedback from regular check-ins and assessments. The added benefit of working at ESA is being available to my kids.”

    Christina Russell, Account Manager with ESA since 2015

Woman working from home as a Financial Wholesaler Appointment Scheduler for ESA

Join Our Team

Looking for a rewarding, flexible career? Executive Scheduling Associates is currently hiring part-time, work-from-home professionals in several states. Join our team in providing scheduling support to financial professionals.