Appointment Setter - (ZR_29131_JOB)

Job Description

This is a remote position.

Role Name : Appointment Setter

Schedule :   40h per week -  Monday-Friday 9am-6pm Pacific with potential for performance-based bonus compensation

Client Timezone :  Pacific

Join a dynamic financial services company focused on helping retirees achieve their financial goals through educational seminars and personalized consultations. This is an exciting opportunity to be the first point of contact for prospects, playing a crucial role in connecting qualified individuals with life-changing financial guidance. You'll work with warm leads generated through events and digital marketing, using your sales skills to build relationships and schedule meaningful appointments. This role offers growth potential, performance bonuses, and the satisfaction of helping people secure their financial future while working in a fast-paced, results-driven environment.

Scope :

Remote position working during US business hours

Primary focus on appointment setting and lead qualification

Performance-based compensation structure with hourly rate plus potential bonuses for qualified SQLs

Direct integration with client's Salesforce system and existing lead generation processes

Opportunity for role expansion into venue booking and other business development activities

Working with high-value prospects in the financial services / retirement planning sector

Responsibilities :

Make outbound calls to prospects who raised their hand at seminars and dinners to schedule follow-up appointments

Contact warm leads generated through Google and Facebook advertising to qualify and schedule appointments

Conduct confirmation calls to registered seminar attendees the day before events to ensure attendance and answer questions

Perform cold calling to re-engage prospects from the company database (6+ months old leads) to generate interest in upcoming seminars

Screen and pre-qualify prospects to ensure they meet criteria before scheduling appointments

Operate within Salesforce to manage leads, book appointments, and track all prospect interactions

Potentially assist with calling and booking venues for future seminars and events

Overcome objections and use sales techniques to convert prospects into scheduled appointments

Requirements

Proven sales experience with strong objection handling skills

Proficiency with Salesforce CRM system

Excellent communication skills with a clean, neutral American accent

Experience in B2B sales or appointment setting preferred

Ability to work with conservative, senior demographic (ages 55-75)

Strong phone presence and professional demeanor

Ability to screen and qualify prospects effectively

Results-oriented mindset focused on conversion rates

Independent Contractor Perks :

• HMO Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring
• Steady freelance job

ZR_29131_JOB

Requirements

Scope : Remote position working during US business hours Primary focus on appointment setting and lead qualification Performance-based compensation structure with hourly rate plus potential bonuses for qualified SQLs Direct integration with client's Salesforce system and existing lead generation processes Opportunity for role expansion into venue booking and other business development activities Working with high-value prospects in the financial services / retirement planning sector Responsibilities : Make outbound calls to prospects who raised their hand at seminars and dinners to schedule follow-up appointments Contact warm leads generated through Google and Facebook advertising to qualify and schedule appointments Conduct confirmation calls to registered seminar attendees the day before events to ensure attendance and answer questions Perform cold calling to re-engage prospects from the company database (6+ months old leads) to generate interest in upcoming seminars Screen and pre-qualify prospects to ensure they meet criteria before scheduling appointments Operate within Salesforce to manage leads, book appointments, and track all prospect interactions Potentially assist with calling and booking venues for future seminars and events Overcome objections and use sales techniques to convert prospects into scheduled appointments Requirements Proven sales experience with strong objection handling skills Proficiency with Salesforce CRM system Excellent communication skills with a clean, neutral American accent Experience in B2B sales or appointment setting preferred Ability to work with conservative, senior demographic (ages 55-75) Strong phone presence and professional demeanor Ability to screen and qualify prospects effectively Results-oriented mindset focused on conversion rates