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1 day ago
Appointment setters are the crucial first point of contact for individuals seeking to secure their financial future.
Job DescriptionAs an appointment setter, you'll connect potential clients with expert financial advisors who can transform their financial outlook. This role offers the perfect blend of relationship building and strategic communication, with performance-based incentives that reward your success.
You'll work remotely as part of a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies. Your key responsibility will be to conduct end-to-end appointment setting processes, ensuring high-quality appointments for financial advisor meetings.
Scope- Full-time position (40 hours per week)
- Remote work arrangement
- Operating in a specified time zone
- Performance-based bonus structure
- Direct reporting to financial advisor
- Responsible for appointment setting process
- Focus on quality over quantity
- Conduct cold outreach to potential clients from provided lists
- Qualify prospects according to established parameters
- Schedule quality appointments for financial advisor meetings
- Inform prospects about next steps in the process
- Follow prescribed processes for appointment setting
- Maintain consistent communication within specified time zone
- Track and report on outreach activities and success metrics
- Proven experience in cold calling and appointment setting
- Strong phone communication and relationship-building skills
- Ability to work full-time (40 hours per week)
- Excellent time management and organization abilities
- Professional demeanor and articulate communication style
- Basic understanding of financial services industry (preferred)
- Ability to work independently while following established processes
- Proficiency with CRM and communication software
- Comprehensive benefits package
- Permanent remote work arrangement
- Immediate hiring opportunity
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