Job Highlights:

• Contract type: Independent Contractor
  
• Schedule: flexible business hours

Client Timezone: Eastern Time (Ohio)

 

Client Overview

Join a dynamic and growing broker dealer firm that’s expanding their network of talented financial professionals. This established financial services company operates with a modern, flexible approach where they connect experienced advisors and representatives with exciting opportunities in the industry. They’re committed to growth and building strong relationships within the financial sector, offering a collaborative environment where independent contractors thrive on commission-based success.

 

Job Description

We’re seeking an enthusiastic Appointment Setter to play a crucial role in our client’s recruitment efforts within the financial services industry. You’ll be the first point of contact for qualified financial advisors and representatives, introducing them to exciting career opportunities and setting the stage for meaningful conversations about their professional future. This role offers the perfect blend of relationship building, professional communication, and flexible scheduling, allowing you to make a real impact while working with a commission-based structure that rewards your success in connecting talented professionals with growth opportunities.

 

Responsibilities

• Conduct professional outbound calls to financial advisors and representatives from a curated database of qualified prospects
• Engage prospects with compelling conversations about career opportunities within the financial services sector
• Schedule appointments for interested candidates to discuss joining the broker dealer platform
• Manage follow-up communications with prospects who request callbacks or additional information
• Maintain accurate records using Excel spreadsheets to track contact outcomes and appointment success
• Collaborate with the team to develop and refine calling scripts and sales processes
• Build rapport with financial professionals and represent the company’s values during all interactions

 

Requirements

• 2-3 years of experience in telemarketing, appointment setting, or similar outbound calling roles
• Strong communication skills with the ability to engage prospects professionally and persuasively over the phone
• Comfortable working independently with minimal supervision while maintaining high productivity standards
• Proficiency with basic computer applications, particularly Excel spreadsheet management
• Self-motivated individual who thrives in a commission-based compensation environment
• Flexibility to work during standard business hours with schedule autonomy
• Professional demeanor when representing the company to potential recruits in the financial services industry

Benefits

Independent Contractor Perks: 

• Permanent work from Home
• Immediate Hiring
• Steady Freelance Job

 

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Job ID: 29624848780