Remote cold caller and appointment setter for a growing marketing team. Engaging qualified leads, generating interest, and scheduling sales appointments during EST hours.
About the role
- Remote outbound appointment setter booking qualified Zoom consultations for financial advisors. Handling high-volume calls, prospect qualification, objections, and scheduling.
Responsibilities
- Make high-volume outbound calls using company-provided prospect lists
- Work within an automated/power dialing system
- Follow demographic-specific scripts and messaging
- Introduce the purpose of financial education or planning consultations
- Schedule qualified prospects for 30-minute Zoom appointments
- Book appointments according to advisor calendar availability
- Conduct brief qualification conversations before scheduling
- Determine genuine interest rather than simply booking uncommitted appointments
- Handle common objections professionally and calmly
- Adjust conversations naturally while remaining within approved messaging
- Offer future appointment times or follow-up opportunities when prospects are initially unavailable
- Maintain a consultative, non-aggressive phone demeanor
- Generate appointments likely to attend
- Clearly communicate the purpose and value of scheduled meetings
- Record relevant information gathered during conversations
- Maintain accurate appointment details
- Support confirmation or reminder activity if incorporated in the future
- Maintain consistent outbound activity throughout scheduled calling hours
- Work efficiently through large prospect databases
- Follow assigned demographic campaigns and calling scripts
- Track calling outcomes and appointment activity
- Participate in coaching, mock calls, and ongoing script refinement
- Provide task-specific business support services to financial advisors and clients
- Operate under an independent contractor agreement with agreed timelines, guidelines, and deliverables
Requirements
- Previous cold calling or outbound telemarketing experience required
- Appointment-setting experience required
- Power dialer or automated dialing experience strongly preferred
- Customer service experience preferred
- Strong objection-handling skills required
- Excellent spoken English communication required
- Financial services, insurance, mortgage, banking, retirement, or related industry experience preferred but not required
- Ability to learn demographic-specific scripts and basic financial-services terminology
- Previous experience working with U.S. consumers strongly preferred
- Experienced and confident outbound caller
- Clear and easily understood spoken English
- Able to sound conversational rather than simply reading a script
- Comfortable handling objections without becoming overly aggressive
- Persistent while remaining respectful
- Goal-oriented and motivated by appointment-setting performance
- Coachable and willing to learn retirement-plan and financial-services terminology
- Comfortable working in a high-volume dialing environment
- Knowledge of power/automated dialing systems required
- Knowledge of calendar and appointment scheduling platforms
- Knowledge of Zoom
- Knowledge of lead databases/prospect lists
- English required
- Clear, easily understood English required (Accent Preference: Level A-B)
- Independent contractor status under a Master Services Agreement and Statement of Work
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Flexible working time between 9 AM and 5 PM PST
- 20 contracted hours per week
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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