Appointment Setter Job ID: TIMRIC1Industry: Financial Services / MarketingLocation: LATAM / South AfricaJob Status: Full TimeSalary: $800/month + $75 for qualified appointmentsTarget Start Date: ASAP Language Requirements C1 English level is required. The selected candidate will be speaking strictly in English during their entire shift. Please submit your resume and audio recording in English. About the Client The client is a growing financial services organization helping individuals prepare for retirement. They work closely with advisors and rely on accurate data, reporting, client onboarding, and automation to support decision‑making and daily operations. The team values precision, accountability, and proactive support. About the Role The Appointment Setter will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role requires confidence, empathy, and strong follow‑up skills. The ideal candidate is highly motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support. Key Responsibilities Lead Outreach & Appointment Setting Call inbound and warm leads generated by the company Speak with seniors about retirement‑related topics Qualify prospects and schedule appointments for advisors Confirm appointments and ensure high show‑up rates Tracking & Follow‑Up Track scheduled appointments and attendance Update lead and appointment status in GoHighLevel Follow up with prospects to reduce no‑shows Maintain accurate notes and records Communication & Representation Act as a professional and trustworthy brand representative Answer basic questions and guide prospects through next steps Handle objections calmly and confidently Maintain a positive and motivated sales mindset Qualifications & Skills Strong English communication skills (verbal & written) Proven experience in appointment setting, sales, or call‑based roles Comfortable speaking with seniors and handling sensitive conversations Experience using GoHighLevel or similar CRM systems Resilient, goal‑driven, and performance‑oriented Organized and consistent with follow‑up Preferred Background Experience in financial services or insurance Understanding of retirement‑related conversations Sales or call center experience #J-18808-Ljbffr
Appointment Setter (Job Id: Timric1)
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Published 3 days ago
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