SU - Appointment Setter

This is a full-time remote role for an Appointment Setter at a fast-growing lead generation agency that supports US-based financial professionals. The Appointment Setter will be responsible for engaging prospects, qualifying leads, and scheduling high-quality appointments for the sales team. We are seeking a proactive and motivated individual who is confident in communicating with potential clients and can thrive in a fast-paced, results-driven environment.

• Minimum 2 years of experience in appointment setting, lead generation, sales support, or a related role.
• Fluent English communication skills, both verbal and written.
• Strong interpersonal and relationship-building skills.
• Experience with CRM systems and productivity tools such as Google Workspace, Slack, or Zoom.
• Excellent time management and organizational skills.
• Ability to work independently while consistently meeting performance targets.
• Strong critical thinking and problem-solving abilities.

• →Conduct outbound outreach through calls, emails, and social media to warm and cold leads.
• →Engage with prospects to understand their needs, challenges, and level of interest.
• →Qualify leads and schedule appointments for the sales team.
• →Maintain accurate and updated records of all interactions within the CRM system.
• →Follow up consistently with prospects to increase conversion rates.
• →Meet or exceed weekly and monthly targets for outreach, appointments set, and lead conversions.
• →Collaborate with team members to improve outreach strategies and performance results.
• →Ensure a smooth handoff of qualified prospects to the sales team.