Appointment Setter

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 and existing database, converting leads and reactivated contacts into booked ten-minute discovery calls with strategists. This is a high-volume, phone-first role that demands warmth, resilience, and consistent CRM discipline across every interaction.

Education

• Bachelor's degree in Business, Communications, or a related field preferred or equivalent experience in a professional calling role.

Experience Required

• 2+ years in an AU or US-facing outbound or inbound calling role, ideally with BPO experience.
• Proven track record of working high call volumes and managing lead pipelines in a CRM.
• Experience with Go High Level, Mercury, or similar CRM platforms is an advantage.

Key Responsibilities

• Respond to new inbound leads entering Go High Level as close to real time as possible, and work them through the Kanban board's first, second, and third call cadence.
• Run outbound calling across the live database (2,600+ contacts) and the accountant prospecting list (500 contacts) to generate discovery bookings and referral relationships.
• Log every call, text, and email interaction in Go High Level and Mercury, keeping the pipeline current and accurate.
• Deliver approved call scripts by product line (business finance, vehicle and asset finance, home loans), qualify the enquiry, and escalate lending-specific questions to the right broker rather than answering them directly.
• Submit a detailed end-of-day report covering calls made, outcomes, bookings secured, and anything needing follow-up.

Key Qualifications

• Clear, neutral, internationally accessible spoken English — confirmed at phone screen stage.
• Comfortable working high call volumes and handling repeated rejection without losing energy.
• Strong written English for texting and CRM notes.

Skills and Competencies

• Excellent verbal communication and active listening skills.
• Strong objection-handling ability — can acknowledge, pivot, and close without sounding pushy.
• Self-motivated and able to maintain consistent energy across a high-volume call day.
• Organised and detail-oriented — CRM logging discipline is non-negotiable.
• Proficiency in Go High Level, Mercury, Dial Pad, and WhatsApp for coordination.

Systems & Tools

Go High Level — lead pipeline, Kanban board, texting, nurture sequences.

Mercury — the finance CRM of record.

Dial Pad — outbound and inbound calling to Australian clients.

WhatsApp — internal coordination and real-time booking.

KPIs

• Speed to first contact on inbound leads: within 5 minutes during business hours.
• Outbound dials per day: 60 to 80 dials.
• Discovery calls booked per week: baseline set in month one, then fixed target confirmed.
• CRM logging compliance: 100% of calls logged same day.
• Database cycle coverage: full pass through the 2,598-contact live list within 90 days.
• End-of-day report quality: submitted daily with real detail — not copy-paste summaries.
• Round-robin booking accuracy: zero double-bookings, correct broker assigned to every call.

Work-from-Home Setup Requirements

• Must have a stable internet connection — at least 50 Mbps is required.
• Backup internet is required (e.g., pocket WiFi or home broadband prepaid WiFi).
• Must have a desktop or laptop with a working webcam for virtual meetings.
• Must have minimal to no power outage issues in your area.

Employee Benefits

1. Permanent day shift schedule with a work-from-home arrangement.
2. Fixed weekends off.
3. Allowances provided.
4. Two-week Christmas break — guaranteed holiday time off!
5. Leave benefits: Vacation Leave (VL), Sick Leave (SL), and Birthday Leave.
6. 13th Month Pay and Government Mandated
7. Health Maintenance Organisation (HMO) coverage upon regularisation.