Remote Cold Caller / Appointment Setter – Financial Services (New York)

$7 USD/hr | Full-Time | Remote

We're looking for a confident and professional Cold Caller / Appointment Setter to contact qualified prospects in the New York market. This is not a closing role—your job is to build interest, handle objections, educate prospects on financial services, and schedule qualified appointments.

✅ Responsibilities

Make high-volume outbound cold calls.

Build rapport, handle objections, and qualify prospects.

Discuss 401(k)s, Roth IRAs, retirement planning, investing, life insurance, tax strategies, and wealth building (no financial advice).

Schedule appointments, update the CRM, complete follow-ups, and meet daily goals.

✅ Requirements

3+ years of cold calling, appointment setting, or outbound sales.

Excellent spoken English.

Strong communication, persuasion,



and objection-handling skills.

Comfortable with high-volume calling.

Organized, reliable, goal-oriented, and CRM experience.

⭐ Preferred

Experience in Financial Services, Insurance, Wealth Management, or Financial Coaching.

Familiarity with the New York market.

Apply: Email [email protected] with your Resume, Full Name, WhatsApp Number, and a short introduction video explaining your cold calling experience.

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Job Types: Full-time, Part-time, Commission, Permanent

Pay: $102.00 - $119.00 per hour

Work Location: Remote

📌 Remote Cold Caller / Appointment Setter – Financial Services (New York) (México)
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📍 México