Financial Sales Representative

Strittmatter Wealth Management Group, LLC.; Fort Worth (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Bonus per appointment

Job summary

Strittmatter Wealth Management Group, LLC is seeking an experienced Financial Sales Representative to support marketing initiatives. You will contact prospects from seminars, webinars, events, referrals, and other campaigns, build rapport, confirm event participation, answer general questions, and schedule qualified appointments with our financial advisors.

The ideal candidate has extensive outbound calling experience, excellent communication, and proven ability to convert prospects into

Qualifications

• Minimum 5 years of experience in financial services sales.
• Demonstrated success in outbound calling and appointment setting.
• Excellent communication, listening, and interpersonal skills.
• Professional telephone presence with quick rapport-building.
• Experience using GoHighLevel and documenting client interactions.

Responsibilities

• Conduct outbound calls to prospective clients generated by marketing efforts.
• Build rapport and present a professional first impression of the firm.
• Confirm attendance for events and schedule participation when appropriate.
• Qualify prospects and schedule appointments with financial advisors.
• Follow call scripts, comply with guidelines, and document outcomes.
• Accurately log outcomes, appointments, and client interactions in CRM.
• Maintain follow-up to maximize appointment conversion and event participation.
• Collaborate with marketing, events, and advisory teams to support client acquisition.
• Maintain confidentiality and regulatory compliance.

Skills

Outbound calling

Appointment setting

Objection handling

Verbal communication

CRM documentation

GoHighLevel

Tools

GoHighLevel

Job description

Job Overview

Strittmatter Wealth Management Group is seeking an experienced and professional Financial Sales Representative to support our marketing initiatives. In this role, you will contact prospective individuals generated through our firm's marketing efforts, including educational seminars, webinars, events, referrals, and other lead generation campaigns.

Your primary responsibility is to engage prospective clients, confirm event participation when applicable, answer general non-advisory questions, build rapport, and schedule qualified appointments with our financial advisors. This role serves as an important first point of contact and plays a key role in delivering a professional client experience while supporting the firm's growth.

The ideal candidate has extensive outbound calling experience, excellent communication skills, and a proven ability to build relationships, overcome objections, and convert interested prospects into scheduled appointments.

Job Responsibilities

• Conduct outbound calls to prospective individuals generated through the firm's marketing initiatives, including seminars, webinars, educational events, referrals, and other marketing campaigns.
• Build rapport with prospective clients while providing a professional and welcoming first impression of the firm.
• Confirm attendance for educational events, answer general questions regarding events or scheduling, and encourage participation when appropriate.
• Qualify prospective clients based on established guidelines and schedule appointments with financial advisors.
• Follow approved call scripts, communication standards, and compliance guidelines while adapting naturally to each conversation.
• Accurately document call outcomes, appointments, and client interactions within the firm's CRM system.
• Maintain consistent follow-up with prospective clients as directed to maximize appointment conversion and event participation.
• Collaborate with the marketing, events, and advisory teams to support client acquisition initiatives and enhance the overall prospect experience.
• Maintain professionalism, confidentiality, and compliance with all applicable company policies and regulatory requirements.

Job Requirements

• Minimum of 5 years of experience in financial services sales
• Demonstrated success in outbound calling, objection handling, appointment setting, consultative conversations, or phone-based sales.
• Excellent communication skills with exceptional verbal communication, active listening, and interpersonal skills.
• Professional, confident, and personable telephone presence with the ability to establish rapport quickly.
• Experience using GoHighLevel and maintaining detailed customer interaction notes.
• Ability to exercise sound judgment and communicate within established processes and compliance guidelines.
• Experience within financial services, insurance, banking, wealth management, or other professional services is preferred.
• Must be available to work Monday through Friday, 8:00 AM to 5:00 PM Central Time (CT).

Why Join Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

• Professional, collaborative, and team-oriented work environment.
• Long-term career growth and development opportunities.
• Bonus structure for every appointment scheduled