SU - Appointment Setter

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-quality appointments for the sales team. We are seeking a proactive and motivated individual who is confident in communicating with potential clients and can thrive in a fast-paced, results-driven environment.

Qualifications

• Minimum 2 years of experience in appointment setting, lead generation, sales support, or a related role.


• Fluent English communication skills, both verbal and written.


• Strong interpersonal and relationship-building skills.


• Experience with CRM systems and productivity tools such as Google Workspace, Slack, or Zoom.


• Excellent time management and organizational skills.


• Ability to work independently while consistently meeting performance targets.


• Strong critical thinking and problem-solving abilities.

Responsibilities

• Conduct outbound outreach through calls, emails, and social media to warm and cold leads.


• Engage with prospects to understand their needs, challenges, and level of interest.


• Qualify leads and schedule appointments for the sales team.


• Maintain accurate and updated records of all interactions within the CRM system.


• Follow up consistently with prospects to increase conversion rates.


• Meet or exceed weekly and monthly targets for outreach, appointments set, and lead conversions.


• Collaborate with team members to improve outreach strategies and performance results.


• Ensure a smooth handoff of qualified prospects to the sales team.

Compensation​​

$1,000 - $1,800 per month, paid in USD depending on experience.

Details

• Independent contractor agreement paid 2x monthly.


• Client has a desire for long term commitment.