Phone Sales / Telemarketer / Appointment Setter

Location: Fleming Island, FL (in-person for part-time and full-time positions)

Company Overview: Camarda Wealth Advisory Group is a nationally recognized fiduciary investment advisor, SEC-registered, and headquartered in Florida. We serve clients across the United States with comprehensive wealth management solutions, including full-service financial planning, investment advice, estate/trust management, tax planning, retirement planning, and asset protection. Through our affiliate, TaxMaster™, we also provide specialized tax and legal services, all on a strictly fiduciary basis, prioritizing clients' best interests above all.

At Camarda, we take pride in our commitment to building a trusted financial future for our clients through credentialed expertise and an unwavering focus on fiduciary standards.

Role Overview: This role offers a path to a fulfilling career in wealth management, where successful candidates can advance to become licensed investment advisors. You’ll work closely with high-net-worth clients and collaborate with the sales team to deliver tailored financial solutions that meet clients' goals. In addition to earning a competitive hourly wage, our incentive program offers substantial income potential. All leads, training by top producers, and licensing support are provided.

The Opportunity: In this dynamic and growth-oriented position, you will gain exposure to high-level sales strategies, develop strong follow-up skills, and move through the sales process to build a robust sales pipeline. Mentorship with VP Sales Officers offers an invaluable opportunity to refine your sales acumen and grow within the firm. With a track record of sales success and a commitment to client trust, your potential for a 6-figure income is achievable through hard work and dedication.

Responsibilities:

• Day-to-Day Sales Engagement: Use provided leads to reach out to prospective clients, build rapport, and educate them about Camarda’s services.
• Sales Process Management: Drive the sales process from initial contact through to the close of the sale, ensuring client satisfaction and high-quality service delivery.
• Client Follow-Up and Relationship Building: Conduct regular follow-ups with potential clients, building strong, trust-based relationships and coordinating with the broader sales team.
• Sales Team Development: Contribute to the development of the sales team, sharing insights and helping to create a supportive, growth-focused environment.
• Professional Development: Participate in regular mentorship and training opportunities with senior executives, including VP Sales Officers, to continually refine your skills and advance in your career.

Qualifications:

• Preferred track record of success in sales, particularly in setting appointments and closing deals.

• Strong communication skills and a passion for building relationships with clients.
• Ability to pass a background check.
• Driven, detail-oriented, and committed to client trust and satisfaction.
• A desire to learn and grow within a collaborative team setting.

Compensation:

• Competitive hourly rate + high incentive bonus, with uncapped income potential based on performance.
• Company-supported licensing and study resources.

• Realistic opportunity for a 6-figure income after training and demonstrated success in the role.

Benefits Include:

• Paid training and mentorship.
• 401(k), medical, dental, and vision insurance.
• Paid time off and professional development assistance.

Why Camarda Wealth: We are committed to your growth and success. At Camarda, you’ll find a supportive environment where your professional goals are valued, and our team is dedicated to ensuring a fulfilling and impactful career in wealth management. Join us and take the next step toward an extraordinary career path in finance.

Contact information

Zetta Vigil