
Appointment Setter
3 weeks ago
Appointment Setter (with Financial Background)
Location: Tarlac
Employment Type: Full-Time
As a key first touchpoint for prospective clients, you will help bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.
Key Responsibilities
- Proactively conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients.
- Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
- Schedule consultations with the appropriate financial advisers or coaches.
- Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
- Follow up with warm leads to ensure engagement and appointment attendance.
- Collaborate across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
- Provide a friendly, client-centric introduction to Home Advantage and what we offer.
What We're Looking For
- Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
- Passion for financial wellness and understanding of Kiwi retirement concerns. (advantage)
- Excellent communication skills—warm, clear, persuasive, and empathetic.
- Proficiency with CRM tools and workflow tracking; strong organizational habits.
- Goal-driven, with a track record of meeting outreach or booking targets.
- Able to adapt communication to various levels of financial literacy, making concepts approachable.
Advantages & Benefits
- Competitive hourly rates, with performance incentives tied to successful bookings.
- Flexible work-from-home setup, with potential team workshops or collaborative sessions.
- Training to deepen understanding of financial services, property insight, and wealth creation methods.
- Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience.
- Make a meaningful impact: you'll help Kiwis gain financial confidence and more secure futures.
-
Appointment Setter
3 days ago
Tarlac City, Central Luzon, Philippines WorkQC Pty Ltd Full time ₱40,000 - ₱120,000 per yearWe're Hiring: Appointment Setter (Morning Shift | Onsite – Tarlac City)We're looking for a driven and enthusiastic Appointment Setter to join our onsite team in Tarlac CityShift: MorningLocation: Onsite – Tarlac CityType: Full-time Preferred Qualifications:Experience in sales is a big plusExperience in lead generation is a big plusConfident and eager to...
-
Appointment Setter
2 weeks ago
Tarlac City, Central Luzon, Philippines BambooHR Full timeWe're Hiring: Appointment Setter (Morning Shift | Onsite – Tarlac City)We're looking for a driven and enthusiastic Appointment Setter to join our onsite team in Tarlac City Shift: Morning Location: Onsite – Tarlac City Type: Full-time Preferred Qualifications:Experience in sales is a big plusExperience in lead generation is a big plusConfident and eager...
-
Appointment Setter
15 hours ago
Cebu City, Central Visayas, Philippines Your Virtual Sidekick INC Full time ₱150,000 - ₱250,000 per yearWe're Hiring: Appointment Setter (Philippines-based)We're looking for a motivatedAppointment Setterto join our growing company If you have at least1 year of experienceand enjoy making outbound calls (similar to sales), we'd love to hear from you.What you'll do: Make outbound calls to prospects Set qualified appointments Maintain accurate records of...
-
Outbound Appointment Setter
2 weeks ago
Angeles City, Central Luzon, Philippines beBeeAppointmentSetter Full time ₱45,000 - ₱55,000Appointment Setter OpportunityWe are seeking a results-driven appointment setter to join our team. As an appointment setter, you will be responsible for connecting with healthcare practices and other target industries through direct messaging and cold calling.Responsibilities:Make outbound calls to targeted healthcare practices, dental clinics, hearing...
-
Appointment Setter
3 weeks ago
Angeles City, Central Luzon, Philippines Connext Full timeOverviewConnext is a dedicated team of business process outsourcing experts and innovators, with experience in supporting world-class companies in Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.We are currently looking for an Appointment Setter who will be working with Connext's Client in the United...
-
Appointment Setter
3 weeks ago
Angeles City, Central Luzon, Philippines Connext Full timeOverviewConnext is a dedicated team of business process outsourcing experts and innovators, with experience in supporting world-class companies in Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.We are currently looking for an Appointment Setter who will be working with Connext's Client in the United...
-
Appointment Setter Opportunity
2 weeks ago
Angeles City, Central Luzon, Philippines beBeeGenerator Full time A$14,400 - A$18,000Lead Generator/Appointment SetterSeeking a proactive and results-driven Lead Generator / Appointment Setter to identify potential clients, book appointments, maintain CRM data, and contribute new ideas for lead generation.Key responsibilities include:Make outbound cold calls to prospective clients and book appointments for the sales teamSource and categorize...
-
Nemt Appointment Setter Position
2 weeks ago
Tarlac City, Central Luzon, Philippines beBeeAppointment Full time ₱800,000 - ₱1,500,000Job SummaryWe are seeking an experienced appointment setter to join our team. The ideal candidate will have a strong background in non-emergency medical transportation and excellent communication skills.ResponsibilitiesUtilize expertise in NEMT to communicate services, procedures, and best practices to clients.Make outbound calls to schedule appointments...
-
virtual assistant- appointment setters
2 weeks ago
Angeles City, Central Luzon, Philippines Linkage Web Development Full time $104,000 - $130,878 per yearWe are looking for self starter who can turn conversations into opportunities. Our team is expanding and we are hiring full time in- house remote Appointment Setters to help us build pipeline of engaged prospects. This isn't telemarketing for the sake of calls, its about building relationships understanding needs and setting up our closers for success.Job...
-
Appointment Setter
7 days ago
Mandaue City, Central Visayas, Philippines LEAP Global Teams Full time ₱240,000 - ₱300,000 per yearLEAP Global Teams is looking for a skilled Appointment Setter to generate qualified leads and book meetings for our sales team. This is an on-site role where you'll engage potential clients through outbound calls and other outreach, ensuring a steady flow of opportunities.Key ResponsibilitiesMake outbound calls, emails, and follow-ups to qualify...