Appointment Setter

About P&G Advisors

At P&G Advisors, our mission is to help 1,000 small business owners reach valuations of $100M or more over the next 10 years. We believe entrepreneurship is one of the most powerful forces for economic freedom, job creation, and community transformation. Our accounting, advisory, and CFO services are designed to help founders lead with clarity, build real wealth, and exit on their own terms.

We work with retail, service, manufacturing, and distribution businesses that are ready to grow—and we support them every step of the way. Our team is passionate, mission-driven, and grounded in results.

Now, we’re building a team of sharp, driven Appointment Setters to help us connect with more of the business owners who need us most.

About the Role

As an Appointment Setter, you’re the first voice many of our potential clients will hear—and the person who helps guide them to their next best step. You’ll reach out to warm leads (no cold calling), follow up on referrals, and re-engage past prospects who have expressed interest in our services.

Your goal is to book qualified calls for our Account Advisors (Closers) by having real conversations, asking smart questions, and representing our brand with professionalism and heart. It’s an entry point to a high-growth team and a chance to do meaningful work with real earning potential.

What Your Day-to-Day Will Look Like

• Call and text warm leads using provided scripts and tools
• Follow up with prospects who have shown past interest but haven’t booked
• Qualify leads based on simple criteria and book appointments for our Advisors
• Keep CRM data updated and organized
• Attend weekly check-ins and performance reviews with the sales team
• Track outreach and show-up rates to continuously improve results
• Communicate with your team lead on wins, blockers, and opportunities

What You Need to Succeed

• 1–2 years of sales, customer service, or outreach experience (preferred but not required)
• Comfortable talking to small business owners and professionals on the phone
• Strong communicator who can build trust quickly
• Organized and consistent—you follow through without needing to be micromanaged
• You love helping people take action and aren’t afraid of hearing “no”
• Excited about entrepreneurship and making a difference in people’s lives
• Tech-comfortable (you’ll use a CRM, call system, and messaging tools)
• Coachable and open to feedback—you’re always improving

Why Join Us?

• Fully remote, flexible hours
• Commission-based role with earning potential between $40,000–$75,000 annually
• Warm leads—no hard cold calling
• Clear scripts, ongoing training, and lots of support
• Growth opportunities into full sales roles or advisory roles
• Be part of a mission-driven team that’s changing how small businesses grow

Our Values

Work Hard, Stay Humble – We show up every day with purpose and leave ego at the door.
Smart & Resourceful – We don’t just work the system—we make it better.
Go the Extra Mile – A few extra dials can change someone’s future.
Ownership & Accountability – We own our results and learn from every call.
Keep it Fun & Lighthearted – Sales is serious work, but we keep the energy high and the pressure low.

Our Recruitment Process

If your application is selected, you’ll be invited to complete a short, five-question video interview on your own time. From there, top candidates will be invited to participate in a series of 1-on-1 interviews with our team.