Outbound Sales Appointment Setter (Property Investment)

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

• Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
• Strong verbal communication skills with a clear, neutral English accent.
• Confident handling high volumes of outbound calls.
• Comfortable discussing financial topics with customers.
• Good numerical ability and financial literacy.
• Ability to perform basic calculations quickly during customer conversations.
• Highly target-driven and motivated by performance incentives.
• Able to work independently in a fully remote environment.
• Strong organisational and time management skills.
• Stable internet connection and a dedicated home office.
• Dual-monitor setup is highly advantageous.

• → Contact warm inbound leads generated through digital marketing campaigns.
• → Conduct professional qualification calls using a structured sales script.
• → Build rapport and establish trust with prospective clients.
• → Gather information about each prospect's financial position, property ownership and retirement goals.
• → Perform simple financial calculations during conversations, including:
• → Property equity
• → Outstanding debt
• → Basic retirement income calculations
• → Tax-related calculations using provided tools
• →
• → Assess whether prospects meet qualification criteria.
• → Book qualified appointments for Financial Strategists.
• → Accurately capture notes and update CRM records.
• → Meet weekly appointment booking and performance targets.
• → Maintain high call quality and compliance standards.
• → Participate in ongoing coaching, training and team meetings.

Experience in any of the following industries would be beneficial:

• Financial Services
• Banking
• Insurance
• Mortgage Broking
• Property Investment
• Wealth Management
• Debt Review
• Collections
• Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Experience with any CRM system is beneficial. Exposure to platforms such as:

• GoHighLevel (GHL)
• Predictive Diallers
• CRM Software
• Microsoft Office
• Google Workspace

The ideal candidate is:

• Friendly and engaging on the phone
• Naturally persuasive without being aggressive
• Resilient and comfortable handling objections
• Coachable and eager to learn
• Professional and reliable
• Self-motivated while working remotely
• Comfortable working towards KPIs and sales targets
• Passionate about delivering an excellent customer experience