Appointment Setter
4 - 6 $ per hourFull-time
Outsource Recruiter
Job title: Appointment Setter
Type of employment: Full-time (Remote)
Budget: $4 - $6/hr
Shift Schedule: 9 AM - 5 PM EST
We are seeking a proactive and articulate Appointment Setter to support outreach and scheduling efforts with financial advisors. This role involves setting qualified 15-minute appointments between a fund manager and advisors at firms such as LPL and Schwab. These calls are intended to introduce a financial product and generate interest in potential investment opportunities.
About the Employer:
An investment management firm specializing in offering innovative mutual fund strategies designed to deliver consistent results in various market environments. With a focus on active management, the team is committed to identifying unique opportunities that align with client goals, using a disciplined and research-driven approach.
Company core values:
- Honesty – We operate with transparency and integrity in all interactions.
- Hard Work – We go the extra mile to deliver results through consistent effort.
- Dedication – We are committed to achieving excellence for our clients and team.
- Persistence – We embrace challenges with resilience and a solutions-first mindset
Objective of this role:
- Schedule qualified appointments per day with financial advisors
- Engage prospects through phone and email outreach
- Ensure smooth handoff and confirmation of scheduled meetings
Responsibilities:
- Proactively contact a provided list of financial advisors via phone and email
- Use approved scripts and tailor messaging where appropriate
- Schedule and confirm 15-minute calls, coordinating calendars efficiently
- Track communication and appointment activity using CRM or scheduling tools
- Provide regular updates on outreach progress and appointments set
- Represent the company professionally in all client-facing communication
- Working experience in appointment setting, sales, or business development
- Strong verbal and written English communication skills
- Clear speaking voice with minimal accent
- Proficiency in scheduling tools like Calendly or Google Calendar, and calling platforms like RingCentral
- Strong organization, time management, and follow-up skills
- Ability to work independently and meet performance goals
- Comfortable handling objections and rejection
Preferred skills and qualifications
- Experience using CRM tools or lead tracking systems
- Background in financial services or investment-related industries
- Familiarity with mutual funds or similar financial products
- Prior experience in SDR, lead generation, or outbound calling roles
Vacancy posted a month ago
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