About the job Appointment Setter
Job title: Appointment Setter
Type of employment: Full-time (Remote)
Budget: $4 - $6/hr
Shift Schedule: 9 AM - 5 PM EST
We are seeking a proactive and articulate Appointment Setter to support outreach and scheduling efforts with financial advisors. This role involves setting qualified 15-minute appointments between a fund manager and advisors at firms such as LPL and Schwab. These calls are intended to introduce a financial product and generate interest in potential investment opportunities.
About the Employer:
An investment management firm specializing in offering innovative mutual fund strategies designed to deliver consistent results in various market environments. With a focus on active management, the team is committed to identifying unique opportunities that align with client goals, using a disciplined and research-driven approach.
Company core values:
Honesty We operate with transparency and integrity in all interactions.
Hard Work We go the extra mile to deliver results through consistent effort.
Dedication We are committed to achieving excellence for our clients and team.
Persistence We embrace challenges with resilience and a solutions-first mindset
Objective of this role:
Schedule qualified appointments per day with financial advisors
Engage prospects through phone and email outreach
Ensure smooth handoff and confirmation of scheduled meetings
Responsibilities:
Proactively contact a provided list of financial advisors via phone and email
Use approved scripts and tailor messaging where appropriate
Schedule and confirm 15-minute calls, coordinating calendars efficiently
Track communication and appointment activity using CRM or scheduling tools
Provide regular updates on outreach progress and appointments set
Represent the company professionally in all client-facing communication
Required skills and qualifications:
Working experience in appointment setting, sales, or business development
Strong verbal and written English communication skills
Clear speaking voice with minimal accent
Proficiency in scheduling tools like Calendly or Google Calendar, and calling platforms like RingCentral
Strong organization, time management, and follow-up skills
Ability to work independently and meet performance goals
Comfortable handling objections and rejection
Preferred skills and qualifications
Experience using CRM tools or lead tracking systems
Background in financial services or investment-related industries
Familiarity with mutual funds or similar financial products
Prior experience in SDR, lead generation, or outbound calling roles