Job Overview

Our client is looking for a high-energy Outbound Appointment Setter to be the front line of growth for an established boutique financial services firm. This isn’t "cold calling in the dark"—you’ll utilize advanced, AI-powered lead generation technology to connect with business owners who have demonstrated intent for financing solutions. Working with a sophisticated database that provides detailed company insights and decision-maker profiles, you will qualify prospects and schedule appointments for senior leadership to close. This role offers significant earning potential through performance-based bonuses.

Client Overview

Founded by a former Wall Street executive with 30 years of experience, this firm sits in the top 5% of its industry. Since 2009, they have helped small businesses across the United States secure comprehensive financing. Unlike competitors who specialize in single asset types, our client offers a full spectrum of financing options backed by cutting-edge AI technology and a proven track record of success.

Schedule

• Monday - Friday, 10:00 AM - 5:00 PM EST (35 hours per week)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Performance Bonuses: Earn performance-based bonuses on top of competitive hourly compensation.

Responsibilities

• Outbound Outreach: Conduct 60–100 targeted outbound calls per day using a proprietary AI-powered lead database.
• Appointment Setting: Qualify prospects and schedule high-quality appointments with business owners seeking financing.
• Data Utilization: Leverage advanced database insights, including company details and decision-maker profiles, to tailor your approach.
• Strategic Execution: Follow provided scripts and approach strategies optimized for specific prospect situations.
• Record Keeping: Maintain accurate records of all call outcomes and interactions within the CRM/database.
• Collaboration: Coordinate with marketing teams and referral partners to maximize lead conversion rates.
• Relationship Building: Build immediate rapport with C-suite executives and key business decision-makers.

Requirements

• Proven Track Record: Demonstrated success in outbound cold calling and appointment setting.
• Communication: Exceptional verbal communication skills with an outgoing, professional, and friendly personality.
• Executive Presence: Professional phone presence and the ability to navigate conversations with business leaders.
• Tech Savvy: Comfortable working with advanced technology platforms and sophisticated database systems.
• Soft Skills: Self-motivated, highly organized, and excellent at managing time in a remote environment.
• Industry Context (Bonus): A background or basic understanding of financial services is a plus.

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.