Appointment Setter

✨ IMPORTANT ✨

WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED:

https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR ENTIRE SHIFT.

PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.

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📌 Appointment Setter

JOB ID: TIMRIC1

INDUSTRY: Financial and Advisory Services

LOCATION: LATAM / South Africa (Strong English required)

JOB STATUS: Full Time

WORK SCHEDULE: 9:00 AM – 5:00 PM EST

SALARY: $800/month + $75 showed qualified appointments

TARGET START DATE: ASAP

ROLE OVERVIEW

About the Client:

The client is a growing financial services and marketing-driven organization helping individuals prepare for retirement. The business works closely with financial advisors and relies on accurate data, reporting, client onboarding, and automation to drive daily operations. The team values precision, accountability, and proactive support.

About the Role:

As an Appointment Setter, you will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role is highly communication-driven, requiring confidence, empathy, and exceptional follow-up skills. The ideal candidate is motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support.

Key Responsibilities

Lead Outreach & Appointment Setting

• Call inbound and warm leads generated by the company.
• Speak with seniors about retirement-related topics.
• Qualify prospects and schedule appointments for advisors.
• Confirm appointments to ensure high attendance rates.

Tracking & Follow-Up

• Track scheduled appointments and attendance.
• Update lead and appointment status in Go High Level.
• Follow up with prospects to reduce no-shows.
• Maintain accurate notes and records.

Communication & Representation

• Act as a professional and trustworthy brand representative.
• Answer basic questions and guide prospects through next steps.
• Handle objections calmly and confidently.
• Maintain a positive and motivated sales mindset.

Qualifications & Skills

• Strong English communication skills.
• Proven experience in appointment setting, sales, or call-based roles.
• Comfortable speaking with seniors and handling sensitive conversations.
• Experience using Go High Level or similar CRM systems.
• Resilient, goal-driven, and performance-oriented.
• Organized and consistent with follow-up.

Preferred Background

• Experience in financial services or insurance.
• Understanding of retirement-related conversations.
• Sales or call center experience.

📩 Apply now