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Remote Appointment Setter – Wealth Management Leads
Remote / Online - Candidates ideally in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-09-06
Fort Worth, Tarrant County, Texas, 76102, USA
Listing for:
Strittmatter Wealth Management Group, LLC.
Remote/Work from Home
position Listed on 2026-09-06
Job specializations:
-
Sales
Appointment Setter/ Scheduler
Job Description & How to Apply Below
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
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