- Experience
- Any
- Salary
- USD 22 – USD 89 / day
- Openings
- 1
- Posted
- 5 മണിക്കൂർ മുൻപ്
- Work mode
- In office
- Eligibility
- Applicants must submit their resume and an audio recording entirely in English. The candidate must converse in English during all working hours and be comfortable engaging senior clients on retirement planning topics.
- Resume
- Required to apply
Job description
About the Company
The employer is an expanding financial services firm dedicated to assisting individuals with retirement planning. Their operations lean heavily on precise data management, comprehensive reporting, client onboarding processes, and automation systems to enable informed decisions and smooth daily workflows. Key company values include accuracy, responsibility, and proactive assistance.
Role Overview
The Appointment Setter is tasked with engaging inbound leads to assess prospect suitability and arrange meetings with financial advisors. This position demands confidence, empathy, and diligent follow-up capabilities. Candidates should be motivated, adept at communicating with senior clients, and have prior experience related to appointment setting or sales support.
Key Responsibilities
- Handle inbound and warm leads generated by the organization.
- Engage in conversations with senior individuals concerning retirement topics.
- Evaluate prospects’ qualification and book appointments accordingly.
- Confirm scheduled appointments ensuring optimal attendance rates.
- Maintain records of appointments and track attendance diligently.
- Update lead and appointment statuses in the GoHighLevel CRM.
- Conduct follow-ups to minimize no-shows and maintain accurate notes.
- Serve as a professional and reliable representative of the brand.
- Respond to basic inquiries and guide clients through subsequent steps.
- Address objections with composure and assurance.
- Maintain a positive and determined sales-driven attitude throughout work hours.
Required Skills and Qualifications
- Excellent command of English, both spoken and written, with an ability to maintain English communication throughout the work shift.
- Documented experience in appointment setting, sales, or telephonic roles.
- Comfort with discussing sensitive topics with senior clients.
- Familiarity with GoHighLevel or similar customer relationship management software.
- Demonstrated resilience, motivation to reach goals, and results-focused mindset.
- Strong organizational skills coupled with consistency in follow-up practices.
Preferred Experience
- Background in financial services or insurance sectors.
- Knowledge of retirement-related discussions and frameworks.
- Previous involvement in sales or call center environments.
Compensation Details
The pay model is performance-driven, with remuneration linked directly to the number of qualified appointments that successfully attend meetings with financial advisors. Earnings have a tiered commission structure ranging approximately from $22 to $89 per qualifying appointment, with top achievers earning over $8,900 monthly.
Additional Information
The position requires direct communication only in English, including submitting both resume and audio recordings in English. The role's immediate availability is preferred.