High-Touch Wealth Lead Qualifier

ITCON Services; Fort Worth (TX); On-site; USD 50,000 - 60,000; Full time

Job summary

ITCON Services in Fort Worth, TX seeks a Lead Qualification Specialist to engage prospective high-net-worth clients who expressed interest through approved channels. The role focuses on creating a premium first impression, understanding needs, qualifying opportunities, scheduling appointments, and routing prospects to the appropriate financial professional or team.

This is a high-touch role emphasizing polished communication, discretion, active listening, and trust-building with affluent

Qualifications

• Two or more years of experience in high-net-worth customer service or related fields.
• Superior verbal communication and active listening.
• Discretion, professionalism, and attention to detail.
• Experience using CRM, telephone, email, and scheduling apps.
• Willing to work evenings and weekends and in-office training period.

Responsibilities

• Contact prospective high-net-worth customers by phone with follow-up emails.
• Deliver a professional, personalized customer experience.
• Qualify leads using defined business criteria.
• Schedule appointments and facilitate warm transfers.
• Document interactions and outcomes in the CRM.

Skills

High-net-worth experience

CRM proficiency

Active listening

Verbal communication

Discretion

Education

Associate's or bachelor's degree preferred

Tools

CRM software

Scheduling tools

Job description

ITCON Services in Fort Worth, TX seeks a Lead Qualification Specialist to engage prospective high-net-worth clients who expressed interest through approved channels. The role focuses on creating a premium first impression, understanding needs, qualifying opportunities, scheduling appointments, and routing prospects to the appropriate financial professional or team.

This is a high-touch role emphasizing polished communication, discretion, active listening, and trust-building with affluent