Financial Services Appointment Setter

Accountabilities:

• Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.


• Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.


• Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.


• Generate interest and identify prospects who are appropriate for a consultation with a financial professional.


• Handle basic objections confidently, professionally, and without being overly aggressive.


• Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.


• Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.


• Maintain consistent calling activity throughout assigned two-hour calling blocks.


• Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.

Requirements

• Previous cold-calling experience is required, with demonstrated experience in appointment setting.


• Experience using power dialer systems is required; familiarity with 2X systems is an advantage, with training available.


• Experience in financial services, insurance, mortgage, banking, or a related field is preferred.


• Strong spoken English with a native or near-native level of fluency and clear, professional communication.


• 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.


• Strong objection-handling skills and the ability to remain persistent without being aggressive.


• Reliable, organised, performance-driven, and able to maintain consistent activity independently.


• Working knowledge of Calendly and Excel or Google Sheets.


• Comfortable working remotely and maintaining productivity during defined calling periods.

• 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 between 10:00 AM and 4:00 PM PST.


• 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.


• Access to a supportive professional community.


• Opportunity to work remotely with international clients and gain experience supporting financial services operations.


• Independent contractor arrangement with defined scopes of work and agreed deliverables.

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