Appointment Setter/Cold Caller - 21083

Position : Sales Development Representative / Appointment Setter

Work Hours (Client) : Monday to Friday, 9 am to 5pm EST

Pay Range : $2,000 - $2,500 / month (varies based on skill set and experience level) PLUS commission.

Location of Search : South Africa

Work Location : Remote

Company Overview:

Our client represents business owners through confidential, competitive sale processes designed to protect their legacy, expand their options, and maximize the outcome of a potential business sale.

The company works directly with business owners considering significant financial and strategic decisions and relies on targeted outbound outreach to begin conversations with qualified prospective clients.

Role Overview:

We are seeking an experienced Appointment Setter/Cold Caller to conduct targeted outbound outreach and book qualified meetings for the company's business development and leadership teams.

This is a pure appointment-setting role, not a closing position. The primary responsibility is to work through a provided monthly list of approximately 200 target accounts, connect with business owners and decision-makers, qualify their interest and fit, and schedule appropriate meetings for senior team members.

This is not a high-volume dialing position focused on generating as many appointments as possible. The company prioritizes qualified, high-quality meetings, making strong judgment, thoughtful qualification, and professional communication essential.

Duties and Responsibilities:

Cold Calling & Outbound Outreach

• Cold call business owners and decision-makers from target account lists (~200 leads/month).
• Execute a ~5-touch outreach cadence per account, maintaining consistent follow-ups.
• Conduct professional, engaging calls to introduce services, assess fit/interest, and overcome initial objections.
• Successfully navigate gatekeepers to reach key decision-makers.

Appointment Setting & Qualification

• Qualify prospective clients against established criteria to prioritize meeting quality over volume.
• Book qualified meetings directly for business development/leadership, setting clear purpose expectations with prospects.
• Reject poor-fit leads and provide comprehensive context to leadership prior to scheduled calls.
• Confirm and follow up on scheduled meetings to maximize prospect attendance.

Lead List Management

• Work primarily from provided prospect lists, maintaining accurate records of outreach attempts and responses (sourcing new lists is not a core duty).
• Identify data gaps and conduct light research to fill missing info (e.g., owner names, employee counts).
• Validate and update existing lead data during initial conversations.

Prospect Research & Data Enrichment

• Utilize Apollo and Deal Dogs to research prospects, complete contact information, and validate data prior to or during outreach.
• Conduct brief pre-call research to understand prospects while occasionally assisting with secondary sourcing as needed.

CRM & Pipeline Management

• Log calls, conversations, outcomes, next steps, and cadence tracking within the CRM.
• Categorize leads (qualified, unqualified, interested, follow-up) and keep active pipelines organized.
• Provide thorough prospect background for all booked meetings and execute multi-touch follow-ups.

Minimum Qualifications:

Language requirement: Excellent spoken and written English.

Experience: 2–5 years of experience in outbound sales, appointment setting, SDR, BDR, or similar role.

• Experience with cold calling and outbound prospecting.
• Demonstrated experience conducting B2B cold calls.
• Familiarity with CRMs and lead/prospecting tools.
• Strong verbal communication and phone presence.
• Ability to handle repeated outreach and follow-through.
• Comfortable with a mix of structured lead lists and light data enrichment tasks.

Preferred experience:

• Previous experience selling or setting appointments for professional services.
• Familiarity with mergers and acquisitions, business brokerage, investment banking, financial services, or related industries.
• Experience with account-based or highly targeted outbound sales.
• Experience with tools like Apollo, DealDogs, Clay, or similar platforms.
• Familiarity with AI tools or automation tools.