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.
