Appointment Setter (Financial Services)

This is a remote position.

Job Highlights

Contract: Independent Contractor
Schedule: UK business hours (9:00 AM - 5:00 PM GMT)
Client Time zone: GMT (UK)

Responsibilities

• Conduct outbound calling to prospects and leads to schedule appointments for financial advisors.
  
• Follow up and chase prospects through multiple touchpoints to secure meetings.
  
• Book appointments directly into advisors' calendars using appropriate scheduling systems.
  
• Handle all initial prospect communication so advisors can focus on client work.
  
• Work with purchased lead data to convert prospects into scheduled appointments.
  
• Potentially research and identify new potential leads for the business.
  
• Maintain accurate records of all prospect interactions and appointment outcomes.
  
• Follow established scripts and processes for consistent messaging.
  

Requirements

• Previous experience in appointment setting or sales roles, preferably in financial services
  
• Strong communication skills with excellent English proficiency
  
• Familiarity with financial services industry terminology and processes
  
• Ability to work UK business hours (9-5 GMT)
  
• Experience with CRM systems and scheduling tools
  
• Proven track record of meeting appointment setting targets
  
• Professional phone manner and persistence in follow-up activities
  
• Ability to work independently as the first person in this role
  

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job