Job Summary
We are looking for a motivated, coachable, and results-driven Full-Time Appointment Setter to join our team. You will be responsible for:
- Calling inbound leads generated from our own ads and setting appointments for our internal sales team.
- Calling leads generated for our clients and booking appointments directly onto their calendars with licensed financial advisors.
- Following a proven call framework to identify needs, confirm interest, and ensure quality appointments.
- Managing follow-ups, reschedules, and calendar coordination.
Appointment Setting Responsibilities
- Make outbound calls to new leads within minutes of receiving them.
- Use a scripted discovery process to qualify leads and confirm fit.
- Book appointments directly into the correct advisor’s calendar.
- Track all activity in our CRM accurately and in real-time.
- Maintain daily and weekly call/appointment metrics.
Qualifications
- Previous appointment setting, inside sales, or call center experience (preferred but not required).
- Strong verbal communication and active listening skills.
- Comfort using CRM systems and call software.
- High level of professionalism and ability to follow a proven process.
- Self-motivated with a strong work ethic.
General Responsibilities
- Maintain a high level of professionalism and communication in all interactions with potential clients and advisors.
- Stay updated on industry trends and the company’s offerings to effectively communicate value.
- Participate in training sessions to improve skills and achieve performance goals.
Why Join Us?
- Proven system — you’ll have a clear, repeatable process to follow.
- Competitive pay with performance bonuses.
- Work remotely with a supportive, high-performing team.
- Opportunities for growth in a fast-scaling company.
Job Types: Full-time, Part-time
Pay: $18.00-$30.00 per hour
Expected hours: No less than 25 per week
Benefits:
- Casual dress
- Work from home
Education:
- Secondary School (preferred)
Work Location: Remote
Report job
