Job Overview
We are seeking a professional and results-oriented Prospect Appointment Setter to engage prospective clients through outbound calls and schedule qualified appointments with our financial advisors. The role focuses on building rapport, understanding prospect interest, and effectively communicating the value of taking the next step toward a one-on-one financial consultation.
What's Great About This Role
The prospective leads you will be calling have already engaged with our firm through retirement education classes, workshops, seminars, and other marketing initiatives. These are warm, marketing-generated leads, not cold prospects, who have demonstrated an interest in learning more about retirement planning and financial strategies.
Key Responsibilities
Contact seminar and workshop attendees by phone and email
Schedule introductory appointments for advisors
Maintain accurate CRM records and prospect notes
Confirm and reschedule appointments as needed
Track KPI outreach activity and appointment metrics
Collaborate with advisors and marketing staff
Follow firm compliance and confidentiality standards
Update weekly trackers and report KPIs to manager
Qualifications
At least 3 years experience in sales, appointment setting, client service, sales, banking, insurance, healthcare, financial services, or a related professional services environment preferred
Detail-oriented
Strong phone etiquette, communication, and relationship-building skills
Highly organized with excellent follow-up habits
Comfortable making outbound calls
Experience with CRM systems and Microsoft Office
Ability to work independently and as part of a team
Software & Technology Skills (Preferred)
Ringcentral
GoHighLevel
Redtail CRM
LeadJig
Microsoft Office Suite
Proficient in Outlook, Word, Excel, Teams, and CRM-based prospect management
Comfortable learning and utilizing new technology platforms
Must have high speed internet (This will be verified)
About Us
Strittmatter Wealth Management Group is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, retirees, and business owners since 2007. We specialize in retirement planning, investment management, and business planning.
Why Join SWMG?
Professional, team-oriented culture
Remote work arrangement
Long-term growth opportunities