Part-Time TeleMarketer (Warm Leads) — In-Office, Scottsdale
About Us
We are a fiduciary, client-first wealth advisory firm serving families across multiple states. We are expanding our outreach to prospective clients who have already expressed interest in our services. If you enjoy professional conversations, clear goals, and tangible results, you will feel at home here.
Role Summary
You will make outbound calls to warm leads—individuals who have opted in or otherwise engaged with us—introduce our firm, qualify interest, and book appointments for our advisory team. Success in this role looks like consistent activity, thoughtful follow-through, and high appointment-show rates.
Schedule & Location
Part-time, in-office at our Scottsdale location
Work in 2-hour blocks, at least 3 days per week
Outside of those blocks, you will set your schedule within reason to hit activity goals
This is not a remote role
Compensation & Benefits
Hourly: Arizona state minimum wage (W-2) + performance bonus tied to booked and kept appointments
Benefits: 401(k) eligibility per plan rules, telehealth access
Paid training; all calling tools provided
What You’ll Do
Call warm leads using our CRM and approved scripts
Qualify prospects and schedule consultations for advisors
Maintain precise notes, pipeline hygiene, and follow-ups
Meet weekly activity and conversion goals (dials, connects, sets, shows)
Represent our firm with professionalism, accuracy, and confidentiality
What You Bring
Fluent English, with clear, confident phone presence and strong writing skills
Positive, resilient demeanor; you enjoy structured targets and measurable progress
Strong organization: you can juggle call blocks, follow-ups, and clean CRM notes
Comfortable learning financial-services terminology (we will train)
Must be authorized to work in the U.S.
Offer contingent on successful background check consistent with applicable law
Nice to Have
Prior success in appointment-setting, SDR/BDR work, fundraising, or call-center roles
Familiarity with MAC computers.
Familiarity with Advyzon CRM
Familiarity with other CRMs and calendar tools
How to Apply
Respond to this posting and in 3–5 sentences, tell us about a time you turned a lukewarm inquiry into a kept appointment.
