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Client Relations Specialist / Appointment Setter (Remote - Part-Time) (Austin/Round Rock)
Sparks Strategic Wealth
compensation:
$18-$22/hour + Performance Bonuses
employment type:
part-time
experience level:
entry level
job title:
Client Relations Specialist / Appointment Setter
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We're looking for a Client Relations Specialist who can help us provide an exceptional experience for prospects who have attended our events, requested information, or expressed interest in learning more about retirement planning.
This is not a cold-calling position.
This is not telemarketing.
This is not a high-pressure sales role.
Most of the people you'll speak with have already raised their hand and shown interest in what we do.
Your job is to build relationships, follow up consistently, keep our calendar organized, and help guide people to the next step in our process.
About Us
My name is Jeremy Sparks, and I'm the founder of Sparks Strategic Wealth.
Since 2019, I've focused almost exclusively on retirement income planning and helping retirees navigate the transition from wealth accumulation to retirement income.
I'm also the creator of the Tactical Decumulation™ process, producer of The Retirement Deception, and a featured expert in Retirement Everest.
Our mission is simple:
Help hardworking Americans retire with greater confidence, clarity, and control.
Responsibilities
• Call event registrants and confirm attendance
• Send reminder texts and emails
• Follow up with event attendees
• Re-engage prospects who requested information but never booked an appointment
• Schedule introductory calls and discovery visits
• Confirm upcoming appointments
• Follow up with no-shows
• Maintain accurate records in our CRM (GoHighLevel)
• Help keep our advisor calendar organized and productive
• Assist with periodic reactivation campaigns targeting warm prospects
What We're Looking For
• Comfortable spending a significant portion of the day on the phone
• Strong communication skills
• Organized and detail-oriented
• Professional and personable
• Reliable and consistent
• Comfortable learning and following a proven process
• Experience in appointment setting, client relations, customer service, account management, administrative support, or inside sales is preferred
• GoHighLevel experience is a plus but not required
Schedule
• Approximately 30 hours per week
• Monday-Friday
• Remote position
• Central Time Zone
• Consistent daytime availability required
Compensation
• $18-$22/hour depending on experience
• $10 bonus for every kept Introductory Call
• $25 bonus for every kept Discovery Visit
• Additional campaign bonuses throughout the year
This is a part-time position and does not include benefits.
Growth Opportunity
We're looking for someone who wants to grow with the company.
Strong performers may have opportunities to increase compensation, take on additional responsibilities, become more involved in client onboarding, and potentially move into licensed financial services roles in the future.
How To Apply
Reply to this posting with:
Your resume
Your phone number
A brief paragraph explaining why you believe you'd be a good fit for this role
Bonus Credit - Send a 30-60 second video of yourself and tell us why you would be the perfect candidate.
To demonstrate attention to detail, please include the word "Retirement" somewhere in your response.
Qualified applicants will be contacted for a phone interview.
We look forward to hearing from you.
Jeremy Sparks
Founder
Sparks Strategic Wealth
- Principals only. Recruiters, please don't contact this job poster.