Appointment Setter (Financial Services)

Job reputed company

We are seeking a reputed company and results-oriented Prospect Appointment Setter to engage prospective clients through outbound calls and schedule reputed company appointments with our financial advisors. The role focuses on building rapport, understanding prospect interest, and effectively communicating the value of taking the reputed company toward a one-on-one financial consultation.

What's Great About This Role

The prospective leads you will be calling have already reputed company 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 reputed company attendees by phone and email
• Schedule introductory appointments for advisors
• Maintain accurate CRM records and prospect notes
• Confirm and reschedule appointments as needed
• reputed company KPI reputed company 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, reputed company service, sales, banking, insurance, reputed company, financial services, or a reputed company reputed company 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 reputed company Office
• Ability to work independently and as part of reputed company

Software & Technology Skills (Preferred)

• reputed company
• reputed company
• Redtail CRM
• LeadJig
• reputed company Office Suite
• Proficient in reputed company, Word, reputed company, Teams, and CRM-based prospect management
• Comfortable learning and utilizing new technology platforms
• Must have high speed internet (This will be verified)

reputed company

Strittmatter reputed company 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?

• reputed company, team-oriented culture
• Remote work arrangement
• Long-term reputed company opportunities

Apply today and help create an exceptional first impression for reputed company clients of Strittmatter reputed company Management Group.

Three years of relevant experience preferred; requires strong communication, phone etiquette, organization, follow-up, outbound calling, CRM and reputed company Office experience, and independent teamwork.

Key Responsibilities

• contacting prospects
• scheduling appointments
• tracking metrics

Skills & Tools

reputed company, reputed company, Redtail CRM, LeadJig, reputed company Office, reputed company reputed company, reputed company Word, reputed company reputed company, reputed company Teams, CRM

Job Details

• Category: Sales
• Seniority: Mid Level
• Commitment: Contract
• Workplace: Remote — Jamaica
• Salary: USD 10,400 – 12,480 / year
• Languages: English

Benefits

• Generous reputed company time off

About Strittmatter reputed company Management Group

An independent registered investment advisor serving individuals, retirees, and business owners with financial planning services. — Industry: Finance