Appointment Setter

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Conduct daily outbound communications via calls, texts, and emails to engage leads and prospects.

• Confirm forthcoming appointments with prospects by providing 24-hour reminders.

• Follow up with individuals who did not show up, rescheduled, or attended events/webinars.

• Oversee the daily lead list, prioritize outreach efforts, and document all activities in Close CRM.

• Assess prospects' qualifications before scheduling calls (considering fit, interest, and availability).

• Update the Chief Advisor's calendar with scheduled meetings.

• Consistently achieve appointment-setting key performance indicators (KPIs).

⛳️ Requirements

• Minimum of 3 years of experience in appointment setting, telemarketing, or inside sales (experience in financial services is advantageous).

• Strong phone presence and confidence when conversing with business owners and families.

• Comfortable engaging in outbound activities including calls, texts, and emails.

• Experience with CRM systems (such as Close, Salesforce, HubSpot, etc.).

• Highly organized and diligent in follow-up processes.

• Self-driven, goal-oriented, and resilient in achieving targets.

• Maintains a positive attitude and strong work ethic while working remotely.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunity for professional growth and development.

• Flexible work schedule and remote work options.

• Supportive team culture and collaborative environment.