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

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

Job Posted by ApplicantPro

📌 Appointment Setter (Financial Services) (México)
🏢 SWMG Philippines
📍 México