Appointment Setter

We want you to see first why this opportunity stands out and why it could be a great fit for you.

Independent Contractor Perks

Permanent work from home

Immediate hiring

Steady freelance job

Job Overview

Client Overview: Join a growing financial advisory practice that’s built a strong foundation through referrals and strategic outreach. This established firm is expanding their business development efforts and looking for someone to take ownership of their appointment setting process. You’ll be working directly with an experienced financial advisor who values professional growth and has a track record of training successful cold callers.

Job Description: You’ll play a crucial role in business development for a thriving financial advisory practice. This isn’t just about making calls—you’ll be the first point of contact for potential clients, helping businesses discover financial planning solutions that can transform their operations. You’ll work with warm leads from companies where the advisor has already helped employees, plus expand into new markets. The role offers excellent training, clear processes, and the satisfaction of connecting businesses with valuable financial guidance.

Job Highlights

Hourly Rate: The equivalent of $6.84 USD per hour in the applicant’s local currency

Schedule: Monday to Friday, 10am to 2pm Eastern

Work Arrangement: Work from home

Contract: Independent Contractor

Side Note: Since this is a permanent work-from-home position and the arrangement is that of an “Independent Contractor,” the selected candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Responsibilities

• Conduct professional cold calls to companies where the financial advisor has existing relationships
• Reach out to new prospective companies to expand the client base
• Book qualified 30-minute discovery conversations with business decision-makers
• Send calendar invites to prospects and coordinate with the financial advisor’s schedule
• Work systematically through provided lead lists using established processes
• Manage email communications and calendar coordination for scheduled appointments
• Follow proven calling scripts and messaging frameworks for consistent results
• Maintain accurate records of outreach activities and appointment outcomes

Requirements

• Strong communication skills for professional business-to-business conversations
• Comfort with phone-based sales and appointment setting activities
• Ability to obtain fingerprints and complete FINRA compliance requirements (firm will guide this process)
• Experience with email systems, calendar management, and basic CRM tools
• Availability for 20 hours per week on a consistent schedule
• Bonus if you have previous cold calling or appointment setting experience
• It helps if you’re familiar with financial services or B2B sales environments

Why Join This Team?:

• Work directly with an experienced financial advisor who actively trains and develops team members
• Flexible remote work arrangement with clear expectations and support
• With performance-based bonuses
• Access to warm leads and established relationships, not just cold prospects
• Opportunity to learn about financial services and business development
• Schedule that allows for work-life balance
• Long-term growth potential as the practice continues expanding

Reminder

Apply directly to the link provided; you will be redirected to BruntWork’s Career Site. You must apply using the said link to complete the initial requirements, which includes pre-screening assessment questions, technical check of your computer, and voice recording.

APPLICATIONS WITH COMPLETE REQUIREMENTS WILL BE PRIORITIZED.