Appointment Setter

reputed company 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 reputed company 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, reputed company, reputed company, financial services, or a reputed company reputed company environment preferred reputed company-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-reputed company prospect management Comfortable learning and utilizing new technology platforms Must have high speed internet (This will be verified) reputed company reputed company 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 To This Job