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 21 days ago
Similar jobs that could be interesting for youBased on the Appointment Setter in Philippines vacancy
30000 Php
...OUTBOUND APPOINTMENT SETTER – PHILIPPINES Location: Remote – Philippines Shift: 9:00 PM – 6:00 AM PH Time Compensation: PHP 30,000/month + Performance Commission Employment Type: Full-Time Start Date: ASAP About the Role We are looking for...- ...Responsibilities: - Lead Generation: Conduct outbound calls to prospective customers, generating qualified leads and setting appointments for our sales team. - Follow-Up: Actively follow up on leads generated from digital marketing campaigns, including email...
- ...Position Title: Appointment Setter Employment Type: Full-Time Engagement: Remote, engaged through Argo Virtual, based in the Philippines Start Date: TBD Position Overview The Appointment Setter owns first contact and follow-up across company’s inbound enquiries...
6350 Php per week
...Present and offer our website services to potential clients. Handle inbound calls from interested prospects and schedule appointments for them to speak with a web designer. Maintain professionalism and high standards of customer service throughout all calls....- ...The Appointment Setter plays a vital role in initiating outbound outreach efforts to prospective clients in the financial advisory space. This role is focused on generating appointments for the firm’s Portfolio Strategists by sending email introductions and following...
- ...About the Role We are looking for a motivated Appointment Setter to support our sales team by generating and qualifying leads. This role is ideal for someone with strong communication skills and proven experience in B2B sales. Key Responsibilities Reach out...
6350 Php per week
Description Company: Fast-growing US/Canada-based web design firm Location: Remote (Philippines-based applicants only) Work Hours: 7:45 PM – 4:00 AM PH Time, Monday to Friday Employment Type: Full-Time, Permanent Salary: Php 6,350/week + night differential...- ...Outbound calls for successful appointment sets. Provide administrative support to clients remotely. Manage schedules, appointments, and emails. Conduct research and compile reports. Organize and maintain digital files and records. Communicate effectively...
- ...being an SDR take emotional strength, and you either have it or you don't Can dial up to 100-120 calls daily Can set 15-20 appointments per week Determined to exceed goals weekly and have self-accountability Assertive, persistent, persuasive, and a good...
- ...reaching potential customers, generating interest, and scheduling appointments for our sales team. Your responsibilities include:... ...experience as a Lead Generation Specialist (Voice), Appointment Setter, or any similar role; Excellent listening and verbal communication...
- ...ISA/Appointment Setter Someone who is a persuasive communicator and thrives on building connections. As an Appointment Setter, you’ll be the first impression—engaging leads, sparking interest, and setting the stage for successful client relationships. With strong communication...
6350 Php per week
Company: Fast-growing US/Canada-based web design firm Location: Remote (Philippines-based applicants only) Work Hours: 7:45 PM – 4:00 AM PH Time, Monday to Friday Employment Type: Full-Time, Permanent Salary: Php 6,350/week + night differential (≈ Php 7,000...- ...We are looking for a highly motivated Appointment Setter with proven experience in the real estate industry . The ideal candidate will be responsible for reaching out to prospective clients, qualifying leads, and scheduling appointments for our sales or leasing team...
- ...Position: Appointment Setter Number of hours: 20 hours/week Schedule: 10:00 am to 2:00 pm CST ~ Set 10–15 qualified appointments per month with decision-makers ~ Work leads using tools like ZoomInfo, Lusha, Seamless.ai, Apollo , and YellowPages ~ Enroll...
1000 - 1800 $
...Role Description This is a full-time remote role for an Appointment Setter at a fast-growing lead generation agency that supports US-based financial professionals. The Appointment Setter will be responsible for engaging prospects, qualifying leads, and scheduling high...3 $ per hour
...Job Title: Cold Caller / Appointment Setter We are looking for motivated and results-driven Cold Callers / Appointment Setters to join our growing team. This role is ideal for individuals who are confident on the phone, enjoy speaking with prospects, and are driven...- ...We are looking for a highly motivated B2B/ B2C Appointment Setter to join our team. This role is crucial in generating qualified leads and scheduling appointments with potential clients. The ideal candidate will have experience using sales and CRM tools, possess strong...
- ...We’re Hiring: Virtual Assistant – Appointment Setter (Remote | PH-Based) Work Setup: Work-from-home | AU Timezone Employment Type: Part-Time with possibility for full time depending on performance About the Role: We’re looking for a proactive and results-driven...
- ...Appointment Setting & Cold Calling: Cold Calling: Contact architecture and engineering firms from a pre-established list of leads. Your goal will be to initiate meaningful conversations and effectively pitch the benefits of meeting with our team. Appointment Setting...
3000 $
...Outbound Appointment Setter / Live Transfer Specialist (RPM & Solar) – Remote | Full-Time | Commission-Based Optimist Global Services Optimist Global Services (OGS) is a rapidly growing remote call center specializing in customer acquisition, lead generation...- ...cold calling campaigns to generate qualified leads and schedule appointments for the sales team. Execute multi-channel outreach through... ...required. Proven experience as a Cold Caller, Appointment Setter, Sales Development Representative (SDR), Business Development...
- ...Remote Appointment Setter Work From Home | Salary + Incentives | Immediate Hiring Company: La THEOZ Real Estate Solution Services Inc. Location: Remote / Work From Home We are expanding our virtual team and looking for qualified Appointment Setters...
- ...Your Responsibilities As a sales representative in our Appointment Setter Department, you will reach out to potential clients through a list of curated cold leads and pitch to them our website-development services. Once the lead is qualified, you will save your notes...
25000 Php
...SolarMagnets is hiring experienced Remote Solar Appointment Setters to cold call USA homeowners and book qualified residential solar appointments for our sales team. Just ONE qualified appointment per day can get you to ₱25,000 per month. Responsibilities...- ...cold calling campaigns to generate qualified leads and schedule appointments for the sales team. Execute multi-channel outreach through... ...required. Proven experience as a Cold Caller, Appointment Setter, Sales Development Representative (SDR), Business Development...
- ...Proven experience working for an Advertising Agency or Advertising Company is required. Proven experience as a Cold Caller, Appointment Setter, Sales Development Representative (SDR), Business Development Representative (BDR), or Telemarketing Specialist ....
- ...owners Familiarity with CRM tools and sales workflows Self-motivated, organized, and target-driven Experience as an SDR, appointment setter, or telesales rep is a plus What We’re Looking For Someone energetic, resilient, and confident on calls Ability to...
- ...objections and push conversations toward commitment. Set qualified appointments for the sales/acquisitions team. Follow scripts while... ...Estate Closer, Senior Cold Caller, or high-level appointment setter. Strong objection-handling and negotiation skills....
- ...The Setter Role Where You're Not Just Working a Cold List Go Ignite, part of the Go Recruit group, builds the operating systems... ..., Australia, New Zealand and Canada. We are hiring an Appointment Setter to join our sales team as a remote professional based...
- ...Work in BGC, Taguig (Day Shift!) Ideal Candidate Profile What You'll Bring (Experience) At least 2 years of experience in appointment setting, lead generation, telemarketing, sales, customer service, or a related role Comfortable working in a fast-paced, target...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Appointment Setter. Be the first to apply!
