Job Overview

We are seeking an experienced, professional, and results-driven Telemarketing Specialist/Appointment Setter to join our growing wealth management firm. In this role, you will contact individuals who have expressed interest in our services, build rapport, answer basic questions, and encourage qualified leads to schedule a consultation with one of our financial advisors.

The ideal candidate has excellent communication skills, a polished and professional phone presence, and a proven background in outbound calling, appointment setting, or phone-based sales. This position requires someone who is confident engaging with prospective clients while delivering an exceptional customer experience.

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement p...