Appointment Setter

20 hours ago


Tarlac City, Central Luzon, Philippines BambooHR Full time

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.
#J-18808-Ljbffr
  • Appointment Setter

    2 weeks ago


    Angeles City, Central Luzon, Philippines Australian Outsource Desk Inc. Full time

    Appointment Setter (Trucking Services)Job Summary:We are seeking a motivated and results-driven Appointment Setter to join our team. The role involves engaging with potential clients through cold calling, scheduling appointments, generating leads, and ensuring smooth communication between clients and the company. You will play a key part in driving business...

  • Appointment Setter

    2 weeks ago


    Cebu City, Central Visayas, Philippines LegalMatch Full time

    As an Appointment Setter, you'll help us grow by reaching potential customers, generating interest, and scheduling appointments for our sales team. Your relationship-building and communication skills will be key to success in this fast-paced role.Your responsibilities will include:Making outbound calls to potential customersScheduling consultations between...

  • Appointment Setter

    2 weeks ago


    Angeles City, Central Luzon, Philippines Clark Outsourcing Full time

    Position Title: Appointment SetterWork Set Up: On-SiteSchedule: 9:00 PM to 6:00 AM PH TimeJob Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark PampangaQuick Rundown:We are looking for an experienced Appointment Setter with a proven track record of booking qualified appointments using Vicidial and other dialer systems. This role is...


  • Angeles City, Central Luzon, Philippines beBeeAppointmentSetter Full time

    We are seeking a highly skilled Appointment Setter to join our team.This is an exciting opportunity for a professional with excellent communication skills, strong sales acumen and a proven track record in lead generation. The ideal candidate will have a minimum of 2 years experience as an appointment setter in the BPO industry, with a strong background in...

  • Appointment Setter

    3 weeks ago


    Cebu City, Central Visayas, Philippines Cyberbacker Full time

    Responsibilities:Call the maximum number of leads/prospects to schedule appointments with clients.Conduct lead follow-ups and nurtures until appointments are set.Respond to inbound calls, text messages, and emails from prospects.Follow scripts to deliver value propositions and handle objections.Update the customer relationship management (CRM) system with...


  • Tarlac City, Central Luzon, Philippines beBeeFinancialAwareness Full time ₱250,000 - ₱500,000

    Job Summary:We are seeking an experienced appointment setter to join our team. In this role, you will be responsible for bridging the gap between individuals seeking financial clarity and our expert team through thoughtful outreach and financial awareness.Key Responsibilities:Proactively conduct outbound outreach to potential clients via calls, emails, and...


  • Cebu City, Central Visayas, Philippines beBeeAppointment Full time ₱300,000 - ₱450,000

    Appointment SetterJob Description:We are seeking a skilled Appointment Setter to join our team. This role involves establishing relationships with potential customers, generating interest, and scheduling appointments for our sales team.As an Appointment Setter, you will be responsible for:Making outbound calls to potential customersScheduling consultations...

  • Quality Assurance

    2 weeks ago


    Angeles City, Central Luzon, Philippines Clark Outsourcing Full time

    Position Title: Quality Assurance (Appointment Setting)Work Set Up: On-SiteSchedule: 9:00 PM to 6:00 AM PH TimeJob Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark PampangaQuick Rundown:We are seeking an experienced Quality Assurance Specialist with 2 to 3 years of QA experience in outbound calling. The ideal candidate must be...


  • Cebu City, Central Visayas, Philippines LegalMatch Full time

    As a Cold Calling Sales Representative, you'll help us grow by reaching potential customers, generating interest, and scheduling appointments for our sales team. Your relationship-building and communication skills will be key to success in this fast-paced role.Your responsibilities will include:Making outbound calls to potential customersScheduling...

  • Appointment Setter

    2 weeks ago


    Davao City, Davao, Philippines TORCH Solutions Full time

    Join the dynamic team as an Appointment Setter - Outbound. This full-time position is located in Davao City, Davao del Sur, offering you the chance to contribute to the company's success in the Call Centre & Customer Service industry. As an Appointment Setter, you will play a crucial role in generating leads and setting up appointments for the sales team,...

  • Appointment Setter

    4 weeks ago


    Davao City, Davao, Philippines Talent Outsourcing Channel (TORCH) Solutions Full time

    Join the Talent Outsourcing Channel Solutions' team as an Outbound Appointment Setter. This full-time position is based in Davao City, Davao del Sur and will involve setting appointments for the sales team through outbound calls. The role is crucial in supporting the company's sales initiatives and driving new business opportunities.What you'll be doing•...

  • Appointment Setter

    2 weeks ago


    Davao City, Davao, Philippines Remote VA Full time

    Appointment Setter – Commercial Real EstateDepartment: Sales & Business DevelopmentLocation: Remote (LATAM or Southeast Asia preferred)Reports to: Sales DirectorCompany OverviewWe are a fast-growing, commercial debt and equity advisory firm specializing in providing nimble, streamlined financing solutions to commercial real estate investors and developers....

  • Sales Opportunity

    2 weeks ago


    Quezon City, National Capital Region, Philippines beBeeAppointment Full time

    Job Description:We are seeking highly motivated and confident individuals to join our sales team as Appointment Setters. Your role will be to reach out to local businesses and schedule them for a quick online demo of our service.As an Appointment Setter, you will be responsible for making outbound cold calls to small local businesses in various industries....


  • Davao City, Davao, Philippines beBeeAppointment Full time

    Appointment Setter Job OpportunityWe are seeking a driven and results-focused appointment setter to join our team. The successful candidate will be responsible for engaging decision-makers through direct messaging and cold calling, building rapport, and setting qualified appointments for our sales team.About the RoleThis role involves making outbound cold...

  • Sales Representatives

    3 weeks ago


    Makati City, National Capital Region, Philippines Loop Contact Solutions Inc. Full time

    Requirements:Must have at least 6 months to 1 year of experience as an Appointment Setter or Outbound Sales Representative in a BPO companyHandled B2B Campaigns is a plusExcellent English communication skills (verbal and written)Knowledgeable in CRM Tools such as SalesforceCan start immediatelyAmenable to work onsite (Paseo de Roxas, Makati)Willing to work...