Investor Relations Appointment Setter – High-Net-Worth

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

📋 Description

• Qualifying capital rather than pursuing leads.

• Guiding conversations with poise and authority.

• Distinguishing serious investors from the background noise.

• Framing executive calls as valuable opportunities, not mere availability.

• Ensuring that every scheduled meeting has clear intent, context, and potential capital behind it.

• Conducting outbound calls to warm, pre-engaged investors.

• Qualifying prospects based on:

• ○ Investment capacity ($100K–$1M+).

• ○ Timeline and intent.

• ○ Sophistication and readiness.

• Pre-framing and positioning meetings with senior executives to enhance close rates.

• Setting high-quality, high-conversion appointments, focusing on quality rather than quantity.

• Maintaining organized call notes and qualification data within the CRM.

• Following strategic call frameworks while preserving a natural and controlled tone.

• Collaborating directly with leadership to refine targeting, messaging, and qualification criteria.

• Safeguarding executive time by ensuring only qualified and aligned prospects are scheduled.

⛳️ Requirements

• Commanding presence – You sound credible, controlled, and composed.

• Emotional discipline – You focus on qualifying rather than chasing.

• Strong communication skills – Clear, direct, and professional interactions.

• Sales experience – Phone-based experience is highly preferred.

• Financial curiosity – You are quick to learn and can discuss financial topics intelligently.

• Attention to detail – You identify what is important and filter out the irrelevant.

• Coachability and competitiveness – You are eager to improve and succeed.

🏝️ Benefits

• Remote working opportunity for a US-based company.

• Exposure to new technologies and trends.

• Competitive salary.