Appointment Setter Job ID MIKJO1F

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We’re Hiring: Appointment Setter

📌 Job Information

• Job Title: Appointment Setter
• Job ID: MIKJO1F
• Industry: Financial Services (Transportation & Trucking Sector)
• Location: LATAM / South Africa / PH (Very good English required)
• Job Status: Full Time
• Work Schedule: Monday to Friday, 8:00am to 5:00pm EST
• Compensation: $6 - $8 per hour + commissions
• Target Start Date:ASAP

🎯 Role Overview

About the Client:

The client operates within the financial and insurance services space, focusing on generating inbound leads through digital marketing campaigns. These leads come from individuals who have already expressed interest by completing online forms or engaging with advertisements. The company is strengthening its follow-up process and improving speed to lead by hiring a dedicated professional to consistently manage outreach, follow-ups, and appointment scheduling through CRM systems.

About the Role:

This position focuses exclusively on outbound calling and follow-up with warm leads who have already shown interest in the client’s services. The Appointment Setter will contact leads promptly, follow a provided script, update the CRM with detailed notes and outcomes, and book short introductory calls directly on the client’s calendar. This is not a sales role and does not require explaining or selling financial products. Performance is measured by consistency, responsiveness, and the ability to keep the client’s calendar filled with qualified appointments.

📝 Key Responsibilities

• Monitor inbound leads as they enter the CRM throughout the day
• Prioritize rapid response to maximize contact rates
• Review lead details before each call to understand context
• Call warm leads who have already submitted a form or requested information
• Follow the provided script without selling or explaining financial products
• Focus exclusively on booking a short five to ten minute call with the client
• Handle basic objections only as needed to secure the appointment
• Perform consistent follow-up calls with leads who did not answer initially
• Log all call attempts, outcomes, and notes accurately in the CRM
• Track lead status to ensure no inquiries are missed
• Schedule confirmed appointments directly on the client’s calendar
• Ensure appointments are properly labeled and organized
• Maintain a steady and consistent flow of booked calls
• Represent the client professionally as the first point of contact
• Escalate detailed product or service questions back to the client

✅ Qualifications & Skills

• Previous experience as an appointment setter or outbound caller
• Comfortable making high-volume outbound calls daily
• Clear and confident spoken English with easy-to-understand pronunciation
• Strong communication and active listening skills
• Persistent, reliable, and comfortable with structured follow-up work
• Basic CRM experience or ability to learn CRM tools quickly
• Comfortable following scripts and staying within defined role boundaries
• Experience working with warm inbound leads
• Background in appointment setting for service-based businesses is preferred
• Familiarity with CRMs such as Go High Level or similar platforms is preferred
• Experience working with US-based clients is preferred

Submit your application today and take the first step toward your next great opportunity!