Full Time
$800
40
Jul 16, 2026
I am looking to hire at least three B2C Appointment Setters to support my financial services business. This role is ideal for individuals who are comfortable speaking with consumers, building rapport, and scheduling qualified appointments for the sales team.
Responsibilities:
• Conduct outbound calls to potential clients
• Introduce financial service offerings and generate interest
• Qualify leads and schedule appointments for advisors/sales representatives
• Follow up with prospects through calls, texts, and
• Maintain accurate CRM notes and appointment records
• Meet daily and weekly outreach and appointment goals
Qualifications:
• At least 3 years of appointment setting, sales, or customer service experience
• Strong English communication and phone skills
• Comfortable handling objections and speaking with consumers
• Goal-oriented, organized, and self-motivated
• Experience in financial services campaigns is a plus
• Lead generation or skip tracing experience preferred, but not required
Tech Requirements: (You must have)
• Intel i5 / Ryzen 5 or higher
• RAM: 16GB or more
• OS: Windows 11 Pro/Home
• Stable high-speed internet connection
• Noise-canceling headset and working camera
• Quiet remote workspace
- Remote Work Setup and Full-Time Position