Appointment Setter (ZR_23446_JOB)

Schedule:

• Monday to Friday, 9:00 am to 5:00 pm, Denver, CO, USA, Mountain Time (with a 30-minute 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 performance-based 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. 

• Full-time position (40 hours per week)
  

• Remote work arrangement
  

• Operating in the Mountain Time zone
  

• Performance-based bonus structure
  

• Direct reporting to financial advisor
  

• Responsible for end-to-end appointment setting process
  

• Focus on quality of appointments over quantity
  

• Use of client-provided software and tools
  

• 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

• 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
  

• HMO coverage for eligible locations

• Permanent work from home

• Immediate hiring

• Steady freelance job

Please note that since this is a permanent work-from-home 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. 

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