Appointment Setter | Wealth Management Firm

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 thro…