Appointment Setter (Remote)

Job title: Appointment Setter

Type of employment: Full-time (Remote)

Shift Schedule: 9:00 AM - 5:00 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

Required skills and qualifications:

• 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