Appointment Setter

1 month ago

Tampa, United States Magellan Financial & Insurance Services, Inc. Full time

Shaping Futures, Elevating Dreams (www.WalserWealth.com)

Start an exciting career at Walser Wealth Management in Tampa, FL, renowned for its proficiency in retirement planning, insurance, investments, and wealth management. Build a significant path for your clients and your professional development within our esteemed organization.


ROLE: Qualifications Specialist

Kickstart your career as a Qualifications Specialist, a role that perfectly blends exceptional client service with impactful professional relationships. This position is ideal for motivated individuals with a focus on sales and advisory roles, demanding natural sales skills and a passion for expanding financial expertise. Especially beneficial for those new to the industry seeking experience, mentorship, and growth, this role is designed to accelerate your career advancement.


Central Duties:

  • Address questions and requests stemming from diverse lead generation channels.
  • Verify and maintain the precision of client data.
  • Act as the first point of contact for prospective clients, offering a warm welcome.
  • Foster a collaborative team environment by demonstrating reliability, consistency, and camaraderie.
  • Engage in outbound calls to validate leads and prospects.


Essential Qualities:

  • Exceptional focus on detail.
  • Dynamic and welcoming demeanor.
  • Excellent skills in communication.
  • Strong drive and independence.
  • Proficiency in phone-based interactions.


Why Choose Walser Wealth Management?

Elevate your career with us and supercharge your growth. Our robust compensation package, dedication to continuous learning, and supportive team environment are crafted to facilitate your progression. Join our dynamic team, where your development is driven by steadfast support, continuous educational opportunities, and the strength of collaborative innovation.


Walser Wealth Management celebrates diversity as an Equal Opportunity Employer. We earnestly invite applications from individuals spanning all life stories.

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