Financial Services Appointment Setter

Accountabilities:

• • Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.
  • Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.
  • Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.
  • Generate interest and identify prospects who are appropriate for a consultation with a financial professional.
  • Handle basic objections confidently, professionally, and without being overly aggressive.
  • Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.
  • Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.
  • Maintain consistent calling activity throughout assigned two-hour calling blocks.
  • Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.

  Requirements:

  • Previous cold-calling experience is required, with demonstrated experience in appointment setting.
  • Experience using power dialer systems is required; familiarity with 2X systems is an advantage, with training available.
  • Experience in financial services, insurance, mortgage, banking, or a related field is preferred.
  • Strong spoken English with a native or near-native level of fluency and clear, professional communication.
  • Ability to work effectively from scripts while keeping conversations engaging and natural.
  • Confident and professional telephone presence with strong interpersonal and listening skills.
  • Comfortable speaking with U.S.-based consumers and adapting communication to different prospects.
  • Strong objection-handling skills and the ability to remain persistent without being aggressive.
  • Reliable, organised, performance-driven, and able to maintain consistent activity independently.
  • Working knowledge of Calendly and Excel or Google Sheets.
  • Comfortable working remotely and maintaining productivity during defined calling periods.

  Benefits:

  • Competitive contractor rates with weekly payments.
  • Part-time schedule of approximately 10 hours per week.
  • Monday-to-Friday schedule with consistent two-hour daily calling blocks between 10:00 AM and 4:00 PM PST.
  • Potential to increase contracted hours based on performance during the first month.
  • Free training and opportunities for upskilling.
  • Ongoing support and guidance throughout the engagement.
  • Access to a supportive professional community.
  • Opportunity to work remotely with international clients and gain experience supporting financial services operations.
  • Independent contractor arrangement with defined scopes of work and agreed deliverables.