Appointment Setter (Financial Services)

Job Description

This is a remote position.

Job Highlights

Contract : Independent Contractor

Schedule : Mon to Fri 9am to 6pm CET (with 60 minute unpaid break)

Job Overview

We are seeking a highly motivated and experienced Appointment Setter to join our dynamic financial services firm. We specialize in investment management and advisory, providing tailored financial solutions and innovative strategies to help our clients achieve optimal returns. Our services include a diverse range of investment opportunities such as real estate, private equity, and venture capital.

As an Appointment Setter, you will play a crucial role in our business development efforts by identifying and engaging with C-level executives and other high-potential clients. Your primary responsibility will be to generate qualified leads and set appointments for our senior advisory team.

Responsibilities

• Conduct multichannel outreach campaigns via phone calls, emails, and LinkedIn to connect with key decision-makers.
• Engage prospects in concise, professional, and business-focused conversations to understand their financial needs and introduce our services.
• Generate qualified leads and secure appointments for our sales team.
• Utilize and manage our CRM and sales tools, including ZoomInfo, for lead mining and contact management.
• Maintain accurate and detailed records of all interactions and appointments.
• Collaborate with the sales team to ensure a seamless hand off qualified leads.

Requirements

Benefits

Independent Contractor Perks :

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_27795_JOB

Requirements

Requirements : Proven experience in an outbound B2B sales or appointment-setting role, with a track record of reaching and engaging C-level executives. Prior experience in the financial services, banking, or investment industry is highly desirable. Demonstrated ability to lead a short, effective business conversation with a friendly and empathetic tone. Possess a native-level command of English with a neutral accent; proficiency in additional languages is a plus. Strong experience with lead mining and utilizing tools like ZoomInfo. Goal-oriented, self-driven, and highly organized with excellent communication skills.