Outbound Appointment Setter – Financial Services

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Conduct high-volume outbound calls utilizing company-provided prospect lists.

• Operate within an automated/power dialing system.

• Adhere to scripts and messaging tailored for specific demographics.

• Present the purpose of financial education or consultation sessions.

• Arrange 30-minute Zoom appointments for qualified prospects.

• Schedule appointments based on advisor availability in their calendar.

• Engage in brief qualification discussions prior to booking.

• Assess genuine interest instead of merely securing uncommitted appointments.

• Address common objections in a professional and composed manner.

• Adapt conversations fluidly while adhering to approved messaging.

• Provide future appointment options or follow-up chances when prospects are initially unavailable.

• Maintain a consultative and non-aggressive phone demeanor.

• Generate appointments with a high likelihood of attendance.

• Clearly articulate the purpose and benefits of the scheduled meetings.

• Document relevant information acquired during discussions.

• Ensure accurate details regarding appointments are maintained.

• Support confirmation or reminder processes if implemented in the future.

• Consistently engage in outbound activity throughout designated calling hours.

• Efficiently navigate large prospect databases.

• Follow prescribed demographic campaigns and calling scripts.

• Monitor calling outcomes and appointment-related activities.

• Participate in coaching sessions, mock calls, and ongoing script enhancements.

• Provide task-specific business support services to financial advisors and clients.

• Operate under an independent contractor agreement with defined timelines, guidelines, and deliverables.

⛳️ Requirements

• Prior experience in cold calling or outbound telemarketing is essential.

• Experience in appointment setting is required.

• Proficiency with power dialers or automated dialing systems is strongly preferred.

• Customer service experience is preferred.

• Strong skills in handling objections are mandatory.

• Excellent spoken English communication is required.

• Experience in financial services, insurance, mortgage, banking, retirement, or related industries is preferred but not mandatory.

• Ability to learn demographic-specific scripts and fundamental financial services terminology.

• Previous experience working with U.S. consumers is strongly preferred.

• Confident and experienced in making outbound calls.

• Spoken English must be clear and easily understood.

• Ability to engage in a conversational manner rather than merely reciting a script.

• Comfort in addressing objections without being overly aggressive.

• Persistence while maintaining respect is necessary.

• Goal-oriented with motivation driven by appointment-setting achievements.

• Open to coaching and eager to learn retirement-plan and financial services terminology.

• Comfortable in a high-volume dialing environment.

• Knowledge of power/automated dialing systems is required.

• Familiarity with calendar and appointment scheduling platforms is necessary.

• Proficiency in using Zoom.

• Understanding of lead databases and prospect lists is necessary.

• English language proficiency is required.

• Clear and comprehensible spoken English is required (Accent Preference: Level A-B).

• Must operate as an independent contractor under a Master Services Agreement and Statement of Work.

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• A variety of open roles available.

• Free training and skill enhancement opportunities.

• Continuous support and guidance.

• A vibrant community ready to offer assistance.

• Flexible working hours between 9 AM and 5 PM PST.

• Contracted for 20 hours per week.