Financial Services Appointment Setter

📋 Description

• Conduct outbound calls to prospects using client-provided contact lists and approved calling
• Follow financial-services scripts while maintaining a professional, natural, and conversational
• Ask prospects about when they last reviewed their retirement accounts and communicate approved
• Generate interest and identify prospects who are appropriate for a consultation with a financial
• Handle basic objections confidently, professionally, and without being overly aggressive.
• Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.

🎯 Requirements

• Previous cold-calling experience is required, with demonstrated experience in appointment setting.
• Experience using power dialer systems is required.
• Strong spoken English with a native or near-native level of fluency and clear, professional
• Ability to work effectively from scripts while keeping conversations engaging and natural.
• Confident and professional telephone presence with strong interpersonal and listening skills.
• Comfortable speaking with U.S.-based consumers and adapting communication to different prospects.

🎁 Benefits

• Competitive contractor rates with weekly payments.
• Part-time schedule of approximately 10 hours per week.
• Monday-to-Friday schedule with consistent two-hour daily calling blocks.
• Potential to increase contracted hours based on performance during the first month.
• Free training and opportunities for upskilling.
• Ongoing support and guidance throughout the engagement.