Appointment Setter

4 days ago

Mandaue City, Central Visayas, Philippines Sandler Group Call Center Services Full time ₱18,000 - ₱23,000 per year

Job Description: Appointment Setter (B2B – Funding Company)

Position: Appointment Setter

Account: Financial Services (Business Funding)

Location: Onsite – Tipolo, Mandaue

Employment Type: Full-time | Night Shift


About the Role

We are seeking a motivated and results-driven Appointment Setter to join our financial services team. This role involves reaching out to small and medium-sized businesses generating at least ₱10,000 monthly revenue and may be seeking funding to scale their operations. The Appointment Setter will qualify leads, engage decision-makers, and schedule appointments with our funding specialists.


Key Responsibilities

  • Prospect Engagement: Make high-volume outbound calls, emails, and LinkedIn outreach to potential B2B clients in need of funding solutions.
  • Lead Qualification: Identify whether businesses meet the company's funding criteria (e.g., revenue, stability, and growth potential).
  • Appointment Scheduling: Secure and confirm appointments for funding managers with qualified decision-makers.
  • Relationship Building: Establish rapport with potential clients by demonstrating professionalism, empathy, and knowledge of funding solutions.
  • Information Gathering: Collect and record essential business details such as company size, revenue range, funding needs, and decision-maker information.
  • Follow-ups: Re-engage warm leads and nurture prospects that are not yet ready to book an appointment, ensuring a healthy pipeline.
  • CRM Management: Log calls, notes, and appointment details accurately and consistently in the company's CRM system.
  • Collaboration: Work closely with sales and funding managers to ensure smooth handoff of qualified leads and alignment on lead quality.
  • Script Optimization: Provide feedback and suggestions to improve scripts, email templates, and outreach strategies based on real conversations.
  • KPI Achievement: Consistently meet or exceed daily and weekly performance metrics for calls, conversations, and booked appointments.
  • Market Awareness: Stay updated on funding products, competitor offerings, and industry trends to effectively engage prospects.
  • Professional Representation: Uphold the company's brand and values in all interactions, ensuring a high standard of communication and professionalism.

Qualifications

  • Proven experience in appointment setting, lead generation, or inside sales (preferably B2B).
  • Background in financial services, lending, or funding solutions is an advantage.
  • Excellent communication and persuasive skills with the ability to engage decision-makers.
  • Comfortable making high-volume outbound calls and using multiple outreach channels.
  • Familiarity with CRM systems (HubSpot, Salesforce, Zoho, or similar).
  • Goal-driven, self-motivated, and a team player.

Compensation & Benefits

  • Basic Salary: ₱18,000 – ₱23,000 per month (depending on experience).
  • Allowances: Performance and communication allowances provided.
  • High Commissions: Competitive commission per qualified appointment booked.
  • Incentives & Bonuses: Extra rewards for exceeding KPIs and targets.
  • Training and coaching on financial products and sales strategies.
  • Opportunities for career advancement within the sales and funding team.

Performance Metrics (KPIs)

  • Number of outbound calls/emails per day.
  • Conversion rate from contact to appointment.
  • Qualified appointments set per week/month.

Send your resume to and tell us why you're the perfect fit for this exciting role

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