Appointment Setter (ZR_23446_JOB)
Appointment Setter (ZR_23446_JOB)
Posted on :
23-05-2025
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1 Vacancy
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Job Description
This is a remote position.
Schedule:
Client Overview:
Join a thriving financial advisory practice that helps individuals and families achieve their dreams through comprehensive financial planning and protection strategies. This established firm has a strong track record of guiding clients toward financial success through personalized wealth management strategic investment planning and innovative insurance solutions. As part of their growth initiative they re seeking talented professionals to help expand their positive impact on more clients lives.
Job Description:
Step into an exciting role where you ll be the crucial first point of contact for individuals seeking to secure their financial future. As an Appointment Setter you ll connect potential clients with expert financial advisors who can transform their financial outlook. This position offers the perfect blend of relationship building and strategic communication with performancebased incentives that reward your success. Working remotely you ll be part of a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies.
- Monday to Friday 9:00 am to 5:00 pm Denver CO USA Mountain Time (with a 30minute paid break)
Client Overview:
Join a thriving financial advisory practice that helps individuals and families achieve their dreams through comprehensive financial planning and protection strategies. This established firm has a strong track record of guiding clients toward financial success through personalized wealth management strategic investment planning and innovative insurance solutions. As part of their growth initiative they re seeking talented professionals to help expand their positive impact on more clients lives.
Job Description:
Step into an exciting role where you ll be the crucial first point of contact for individuals seeking to secure their financial future. As an Appointment Setter you ll connect potential clients with expert financial advisors who can transform their financial outlook. This position offers the perfect blend of relationship building and strategic communication with performancebased incentives that reward your success. Working remotely you ll be part of a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies.
Scope:
- Fulltime position (40 hours per week)
- Remote work arrangement
- Operating in the Mountain Time zone
- Performancebased bonus structure
- Direct reporting to financial advisor
- Responsible for endtoend appointment setting process
- Focus on quality of appointments over quantity
- Use of clientprovided software and tools
Responsibilities:
- Conduct cold outreach to potential clients from provided lists
- Qualify prospects according to established parameters
- Schedule quality appointments for financial advisor meetings
- Inform prospects about next steps in the process
- Follow prescribed processes for appointment setting
- Maintain consistent communication within the Mountain Time zone
- Track and report on outreach activities and success metrics
Requirements
- Proven experience in cold calling and appointment setting
- Strong phone communication and relationshipbuilding skills
- Ability to work fulltime (40 hours per week)
- Excellent time management and organization abilities
- Professional demeanor and articulate communication style
- Basic understanding of financial services industry (preferred)
- Ability to work independently while following established processes
- Proficiency with CRM and communication software
Benefits
- HMO coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Please note that since this is a permanent workfromhome position and an Independent Contractor arrangement the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates and the rate depends on your performance in the application process.
ZR23446JOB
Proven experience in cold calling and appointment setting Strong phone communication and relationship-building skills Ability to work full-time (40 hours per week) Excellent time management and organization abilities Professional demeanor and articulate communication style Basic understanding of financial services industry (preferred) Ability to work independently while following established processes Proficiency with CRM and communication software
Employment Type
Full Time
Company Industry
Key Skills
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