Appointment Setter (Job ID: TIMRIC1)

Remote

Full Time

Experienced

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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: up to $15/hr + commissions
🚀 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 ideal 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

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