Job OverviewWe 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 RoleThe 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 ResponsibilitiesContact seminar and workshop attendees by phone and emailSchedule introductory appointments for advisorsMaintain accurate CRM records and prospect notesConfirm and reschedule appointments as neededTrack KPI outreach activity and appointment metricsCollaborate with advisors and marketing staffFollow firm compliance and confidentiality standardsUpdate weekly trackers and report KPIs to managerQualificationsAt least 3 years experience in sales, appointment setting, client service, sales, banking, insurance, healthcare, financial services, or a related professional services environment preferredDetail-orientedStrong phone etiquette, communication, and relationship-building skillsHighly organized with excellent follow-up habitsComfortable making outbound callsExperience with CRM systems and Microsoft OfficeAbility to work independently and as part of a teamSoftware & Technology Skills (Preferred)RingcentralGoHighLevelRedtail CRMLeadJigMicrosoft Office SuiteProficient in Outlook, Word, Excel, Teams, and CRM-based prospect managementComfortable learning and utilizing new technology platformsMust have high speed internet (This will be verified)About UsStrittmatter 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 cultureRemote work arrangementLong-term growth opportunities
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