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Appointment Setter

5 months ago

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

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

Embark on a thrilling career at Walser Wealth Management in Tampa, FL, celebrated for its expertise in retirement planning, insurance, investments, and wealth management. Forge a meaningful trajectory for both your clients and your professional growth within our respected legacy.


ROLE: Qualifications Specialist

Launch your career as a Qualifications Specialist, a position where outstanding client service intersects with influential professional relationships. This role is ideal for driven individuals focused on sales and advisory capacities, requiring innate sales talent and a zeal for broadening financial knowledge. Particularly suited for newcomers to the field looking for experience, mentorship, and growth, this role is tailored to boost your career progression.


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?

Advance your career with us and fuel your growth. Our comprehensive compensation package, commitment to continuous learning, and collaborative team environment are designed to support your ascent. Become part of our dynamic team, where your development is propelled by unwavering support, ongoing education, and the power of collective innovation.


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