IMPORTANT WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED
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 Go High Level
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 Go High Level or similar CRM systems • Resilient, goal-driven, and performance-oriented • Organized and consistent with follow-up Preferred Background