Appointment Setter (ZR_23660_JOB)

This is a remote position.

Role Name: Appointment Setter

Schedule:

• Part-time Sunday to Wednesday anywhere between (10 AM to 7 PM) 20 hours per week
  

Client Timezone: Australian Eastern Time

Join a thriving family-run investment advisory company that helps everyday Australians achieve financial freedom through strategic property investment. You'll play a crucial role in connecting qualified leads with life-changing wealth creation opportunities, working with warm prospects who have already expressed interest by downloading educational resources. This is an exciting opportunity to be part of a growing business that has maintained a 70% repeat client rate and successfully navigated challenging market conditions. Your work will directly contribute to helping families build generational wealth and secure their financial futures.

Responsibilities:

• Contact leads generated through Facebook campaigns for ebook downloads
  

• Book discovery calls with qualified prospects using the Monday.com platform
  

• Follow up on pending leads that haven't been contacted yet
  

• Engage with warm leads who have already shown interest in property investment education
  

• Schedule appointments for the company's three-tiered sales process (strategy sessions, wealth creation sessions, and property presentations)
  

• Maintain accurate records and updates in the lead management system
  

• Work through a substantial backlog of 4,000 pending leads
  

Requirements:

• Experience working with Australian clients and understanding of Australian culture
  

• Strong communication skills suitable for engaging with everyday Australian families
  

• Ability to work with appointment setting and lead management systems
  

• Experience in financial services or property investment industry preferred
  

• Comfortable using CRM platforms and soft phone systems
  

• Proven track record in appointment setting or similar sales support roles
  

Scopes:

• Handle leads generated at a rate of approximately 180 per week
  

• Work with warm leads from ebook downloads rather than cold calling
  

• Focus specifically on booking discovery calls, not conducting full sales presentations
  

• Operate within established sales process framework with clear next steps
  

• Work remotely using company-provided systems and Australian phone numbers
  

• Collaborate with family-run team structure including directors and sales consultants
  

Independent Contractor Perks

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job