Join Our Team as an Dropout Scheduler at Mosley Wealth Management in Anaheim, CA!
Are you looking for a dynamic opportunity where you can make a meaningful impact? Mosley Wealth Management is seeking enthusiastic individuals to join our team as Dropout Scheduler. We are not just a financial advisory firm—we are a growing company with a passion for helping clients navigate their retirement journeys with confidence.
Compensation: $60,000 - $70,000 + Bonuses, Commissions, etc.
Who We Are:
Located in the heart of Anaheim, CA, Mosley Wealth Management is a leader in retirement planning and wealth management. Our firm is built on the belief that everyone deserves a secure and fulfilling retirement. Through our comprehensive financial strategies, we help clients turn their retirement dreams into reality.
Our innovative marketing strategies across TV, radio, and digital channels bring a steady flow of clients eager for financial guidance. This is where you come in—serving as the first point of contact to make a great impression and connect them with our expert advisors.
About The Role:
As an Dropout Scheduler, you’ll play a vital role in our client experience, acting as the welcoming voice for prospective clients. You will call out to our leads who may have gone cold and be an introduction point to Mosley Wealth Management. This is more than just a scheduling role—you’ll be actively calling out to prospects and converting them into clients!
What You'll Do:
- Engage with prospective clients from various lead generation channels (TV, radio, online).
- Accurately gather and enter client information into our systems.
- Provide a welcoming and professional first point of contact for new clients.
- Coordinate appointments between potential clients and our financial advisors.
- Support a collaborative and friendly team environment.
What We’re Looking For:
- Exceptional communication skills—friendly, personable, and professional on the phone.
- Strong attention to detail and accuracy when handling client information.
- Ability to work independently and as part of a team.
- A self-starter with a positive, can-do attitude.
- Previous experience in customer service or a client-facing role is a plus.
Why Join Mosley Wealth Management?
At Mosley Wealth Management, we don’t just care about our clients—we care about our team. By joining us, you’ll have the opportunity to grow within a supportive, high-energy environment where your contributions truly matter. We offer continuous learning opportunities and a path for career advancement, all while working in a collaborative team atmosphere that values your input.
- Career Growth: Be part of a fast-growing firm with ample opportunities to advance.
- Team Environment: We foster a positive, inclusive workplace where every voice is valued.
- Impactful Work: Help people achieve their retirement goals and feel secure about their financial future.
Location: This is an on-site position located in Anaheim, CA. Remote work is not available for this role.
Take the first step toward an exciting and rewarding career with Mosley Wealth Management. We are an equal opportunity employer committed to creating a diverse and inclusive workplace.
