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Appointment Setter (Mandarin & English)

Schedule:

  • Flexible schedule within Sydney business hours (AEST)

About the Role:

We are seeking a strategic and results-oriented Bilingual Business Development Specialist to become the engine of growth for a prestigious Australian financial services firm. This is a pivotal role where you will leverage your fluency in Mandarin and English to build bridges and generate high-value opportunities.

You will be the first point of contact, engaging with a sophisticated clientele to qualify prospects and secure qualified appointments for senior executives. This is more than appointment setting; it's a role that requires cultural nuance, professional acumen, and a deep understanding of consultative business development within the financial sector.

You will be supported by a dedicated back-office team handling all administrative follow-up, allowing you to focus purely on high-level outreach and relationship initiation.

Key Responsibilities:

  • Execute targeted outbound prospecting campaigns via international cold calling, and professional WhatsApp for Business messaging to a high-net-worth and business-owner demographic.
  • Professionally represent our client’s premium brand, articulating complex financial value propositions with clarity and confidence in both Mandarin and English.
  • Qualify leads against specific financial and business criteria, ensuring only high-potential, prepared prospects are passed to the sales team.
  • Meticulously manage and update all lead interactions, notes, and outcomes within the CRM system (e.g., HubSpot, Salesforce).
  • Collaborate seamlessly with a dedicated support specialist who manages all post-contact email sequencing, scheduling, and lead nurturing.
  • Consistently meet and exceed weekly targets for qualified appointments set, directly contributing to the sales pipeline and company growth.
  • Stay informed on key financial service offerings and market trends to engage in meaningful conversations.

Requirements & Qualifications:

  • Language Mandatory: Native or professional fluency in Mandarin and English is essential, both verbal and written.
  • Proven Experience: Minimum 3+ years in outbound business development, appointment setting, or sales prospecting, preferably within financial services, wealth management, B2B services, or luxury sales.
  • Communication Excellence: Exceptional interpersonal and phone skills. You are persuasive, articulate, and can build instant rapport with an international, professional audience.
  • Tech-Savvy Prospector: High proficiency with CRM systems and WhatsApp for Business as a primary professional communication tool.
  • Resilient & Target-Driven: A proven track record in a KPI-driven environment. You are resilient, embrace challenge, and maintain a positive, growth-focused mindset.
  • Autonomous & Disciplined: Excellent self-management skills with the ability to work productively and ethically in a fully remote setting.
  • Cultural Intelligence: Ability to navigate and build trust with Mandarin-speaking clients, understanding cultural nuances in business communication.

Independent Contractor Perks:

  • HMO Coverage for eligible locations
  • Permanent work-from-home
  • Immediate hiring

Appointment Setter (Mandarin & English)

Job Category

Sales

Job Type

Full Time (35 hours or more per week)

Work Schedule and Timezone

Sydney

Published on

Jan 04 2026