Advisor Appointment Setter Remote South Africa -
Advisor Appointment Setter Remote South Africa -
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Salary Not Disclosed
Job Description
Location: Remote (Latam or SA)
Contract: Independent Contractor
Job Type: FullTime MondayFriday CST (Flexible Typically 85
About the Role
Are you driven by a deep mission and passion to make a meaningful impact We’re seeking an Advisor / Appointment Setter to join our dynamic team. We’re looking for someone who is selfmotivated curious and missiondriven. This role will be key in connecting with potential clients assessing their readiness and setting up the next steps in our process. The ideal candidate will be skilled in having engaging valuedriven conversations and will thrive in a KPIdriven resultsoriented environment. We’re looking for someone who doesn’t need handholding—someone who can come in and hit the ground running!
What You’ll Do
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Conduct Discovery Calls: Engage with potential clients to uncover their financial pain points goals and mindset readiness.
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Qualify Prospects: Use proven frameworks to assess whether prospects are a good fit for our strategy ensuring we’re speaking with individuals who are ready to take the next step.
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Schedule Decision Meetings: Set up followup meetings with Senior Advisors making sure clients are wellprepared and aligned with our mission.
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Pipeline Management: Track calls conversations and followups through HubSpot keeping the pipeline organized and updated.
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Outbound FollowUps: Consistently make outbound calls send followup texts and emails ensuring prospects stay engaged.
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Represent the Brand: Act as a representative of the mission—helping individuals create financial freedom through education and personalized strategies.
Key Metrics for Success
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Discovery Calls: 150 Discovery Calls scheduled or held per month.
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Completed Discovery Calls: 75 completed Discovery Calls per month 50 show rate).
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Decision Meetings Scheduled: 68 Decision Meetings scheduled per month 90 setthrough rate).
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Completed Decision Meetings: 41 completed Decision Meetings 60 show rate).
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Outbound Activity: 500 outbound dials per week.
Who You Are
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MissionDriven & Passionate: You may not be passionate about finance or financial freedom yet but you’re driven by something bigger. You have a clear "why" and purpose that fuels your motivation and you want to make a difference.
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ResultsOriented: You are KPI and numbersdriven with a clear focus on achieving set goals and hitting performance metrics.
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SelfMotivated: You don’t need anyone holding your hand. You understand the sales cycle you know what it takes to succeed and you’re confident in your ability to overcome objections and handle tough conversations.
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Empathetic Listener: You don’t just listen to respond—you listen to understand the "why." You have the curiosity and empathy to really read people and uncover what drives them.
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Critical Thinker: You are quick to adapt think on your feet and solve problems independently.
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Coachable: You’re open to feedback and ready to grow but you already come with the basic sales skills required to succeed.
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Team Player: You thrive in a collaborative purposedriven environment where everyone is aligned towards a bigger mission.
Incentive Structure
We offer a performancebased commission structure ensuring that your success is directly rewarded. Your efforts and results are the key to your earning potential!
Why Join Us
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Fully remote position – work from anywhere in South Africa or LATAM.
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Join a team that’s passionate about making a real difference in people’s lives.
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Competitive base salary plus commission.
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Be part of a growing missiondriven company with a strong culture and purpose.
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Work in a fastpaced goaloriented environment where your efforts are truly valued.
If you're passionate about making an impact have a mission that drives you and are ready to contribute to a lifechanging service we want to hear from you! Share your “why” with us in your application and show us why you’re the perfect fit for this role.
Employment Type
Full Time
