Appointment Setter - Remote

Overview

We are looking for driven and experienced Appointment Setters to join our team and contribute to client engagement and scheduling processes.

In Short

• Become a trusted point of contact for potential clients.
• Engage warm leads generated from various marketing campaigns across platforms such as TikTok, Meta, Google, Instagram, and YouTube.
• Qualify leads by confirming investment readiness and ensuring they meet established criteria.
• Schedule appointments for our sales team and manage information in our CRM in HubSpot.
• Follow up with leads via email and text to improve show-up rates.
• Maintain detailed records of lead interactions, appointment status, and call outcomes.
• Participate in training sessions and sales huddles to refine skills and stay updated.

Requirements

• Experience in appointment setting or sales.
• Strong communication and interpersonal skills.
• Ability to engage and qualify leads effectively.
• Familiarity with CRM tools, preferably HubSpot.
• Detail-oriented with strong organizational skills.
• Able to work independently and as part of a team.

Benefits

• Competitive salary and commissions.
• Opportunities for professional growth and development.
• Supportive team environment.
• Flexible working hours.