Job Overview
Our client is a growing financial services organization dedicated to helping individuals and businesses build long-term financial security and create lasting legacies. Through personalized guidance and strategic planning solutions, they empower clients to make informed decisions that support their future goals. They value professionalism, relationship-building, and delivering exceptional client experiences.

Our client is seeking a highly motivated Appointment Setter to join their remote team. In this role, you will engage with pre-qualified leads, schedule appointments, and maintain accurate records to support business growth. 

Schedule

Monday - Friday, flexible hours during Sacramento, CA business hours (20 work hours per week)

Responsibilities

• Conduct high-volume outbound calls to pre-qualified leads from provided contact lists
• Deliver scripted pitches to prospective candidates, clearly communicating the company's value proposition and opportunities
• Secure appointments by confirming dates, times, and preferred contact methods with interested prospects
• Collect, verify, and update contact information, including email addresses and phone numbers
• Accurately track call outcomes, lead statuses, and scheduled appointments within CRM systems
• Maintain a professional, engaging, and persuasive phone presence to maximize conversions
• Collaborate with management to refine scripts and outreach strategies based on campaign performance
• Utilize client-provided dialing systems (such as JustCall) and CRM tools effectively
• Meet or exceed daily and weekly outreach KPIs and appointment-setting targets
• Support future lead generation initiatives targeting business owners and key decision-makers

Requirements

• Minimum of 2 years of experience in outbound calling, appointment setting, telemarketing, or sales development
• Excellent verbal communication skills with a clear, professional, and conversational tone
• Ability to follow scripts while maintaining a natural and persuasive communication style
• Strong attention to detail when capturing and recording prospect information
• Self-motivated with the ability to work independently in a remote environment
• Comfortable meeting performance metrics and KPIs
• Experience using CRM platforms and dialer tools such as JustCall or similar systems
• Proficiency with AI tools to improve productivity and workflow efficiency is highly preferred
• Strong organizational and time management skills
• Experience in the insurance, financial services, or wealth management industry is a plus
• Prior experience engaging business owners or executive-level decision-makers is an advantage

Nice to Have

• Experience with lead generation and sales outreach campaigns
• Familiarity with appointment-setting best practices in B2B environments
• Experience working with U.S.-based clients or teams
• Knowledge of financial planning, insurance, or investment-related services
• Background in recruiting or candidate outreach campaigns

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.