Remote Appointment Setter - Wealth Management Leads
Strittmatter Wealth Management Group, LLC.
Fort Worth, TX
- Remote job
Strittmatter Wealth Management Group is seeking a professional Prospect Appointment Setter to engage prospective clients through outbound calls and schedule qualified appointments with our financial advisors, leveraging warm leads from retirement education programs. You will maintain CRM notes, track KPIs, and collaborate with marketing and advisors while staying compliant. This role offers remote work and long-term growth within a client-focused, team-oriented environment committed to #J-18808-Ljbffr Strittmatter Wealth Management Group, LLC.
Vacancy posted 2 days ago
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