Appointment Setter
5 days ago
This is a remote position.
Job Highlights
Contract: Independent Contractor
Schedule: UK business hours (9:00 AM - 5:00 PM GMT)
Client Time zone: GMT (UK)
Responsibilities
- Conduct outbound calling to prospects and leads to schedule appointments for financial advisors.
- Follow up and chase prospects through multiple touchpoints to secure meetings.
- Book appointments directly into advisors' calendars using appropriate scheduling systems.
- Handle all initial prospect communication so advisors can focus on client work.
- Work with purchased lead data to convert prospects into scheduled appointments.
- Potentially research and identify new potential leads for the business.
- Maintain accurate records of all prospect interactions and appointment outcomes.
- Follow established scripts and processes for consistent messaging.
- Previous experience in appointment setting or sales roles, preferably in financial services
- Strong communication skills with excellent English proficiency
- Familiarity with financial services industry terminology and processes
- Ability to work UK business hours (9-5 GMT)
- Experience with CRM systems and scheduling tools
- Proven track record of meeting appointment setting targets
- Professional phone manner and persistence in follow-up activities
- Ability to work independently as the first person in this role
- Permanent work from home
- Immediate hiring
- Steady freelance job
ZR_27924_JOB
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