IMPORTANT WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0
C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR ENTIRE SHIFT.
PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH
Appointment Setter Job ID: TIMRIC1
Industry: Financial Services / Marketing
Location: LATAM / PH / South Africa / Egypt
Job Status: Full Time
Salary: $6 - $8 per hour (adjust if needed)
Target Start Date: ASAP
Role Overview About the Client The client is a growing financial services organization helping individuals prepare for retirement. They work closely with advisors and rely on accurate data, reporting, client onboarding, and automation to support decision-making and daily operations. The team values precision, accountability, and proactive support .
About the Role The Appointment Setter will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role requires confidence, empathy, and strong follow-up skills. The adecuado candidate is highly motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support .
Key Responsibilities • Lead Outreach & Appointment Setting
Call inbound and warm leads generated by the company





Speak with seniors about retirement-related topics

Qualify prospects and schedule appointments for advisors

Confirm appointments and ensure high show-up rates

• Tracking & Follow-Up
Track scheduled appointments and attendance

Update lead and appointment status in GoHighLevel

Follow up with prospects to reduce no-shows

Maintain accurate notes and records

• Communication & Representation
Act as a professional and trustworthy brand representative

Answer basic questions and guide prospects through next steps

Handle objections calmly and confidently

Maintain a positive and motivated sales mindset

Qualifications & Skills • Strong English communication skills (verbal & written)
• Proven experience in appointment setting, sales, or call-based roles
• Comfortable speaking with seniors and handling sensitive conversations
• Experience using GoHighLevel or similar CRM systems
• Resilient, goal-driven, and performance-oriented
• Organized and consistent with follow-up
Preferred Background • Experience in financial services or insurance
• Understanding of retirement-related conversations
• Sales or call center experience

📌 Appointment Setter (Job ID: TIM (Cuernavaca)
🏢 Inside Out Hiring
📍 Cuernavaca