Appointment Setter

Job Title: Appointment Setter (B2B – Funding Company)

Account: Financial Services (Business Funding)

Location: Onsite – Tipolo, Mandaue

Employment Type: Full-time | Night Shift

Job Summary:

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

Job Type: Full-time

Pay: Php18, Php23,000.00 per month

Application Question(s):

• How many years of proven work experience do you have in appointment setting, lead generation, or inside sales (preferably B2B)?
• Do you have any background in financial services, lending, or funding solutions?
• On average, how many calls or emails can you make in a day?
• Are you familiar with CRM systems such as HubSpot, Salesforce, Zoho, or similar platforms?
• Are you willing to work onsite?
• Are you willing to work the night shift?
• What is your salary expectation?
• When are you available to start?

Work Location: In person