Appointment Setter

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.

Our client is a growing organization focused on serving high-net-worth and accredited investor clients. They generate warm leads primarily through Facebook ads and prioritize delivering a professional, high-comfort experience throughout the sales and onboarding process. With structured systems and defined processes in place, they are expanding their team to ensure prospects are properly qualified, scheduled, and supported from first contact through onboarding.

LOCATION

Fully Remote | 9:00 AM – 5:00 PM PST

ROLE OVERVIEW

The Appointment Setter will contact warm leads, qualify prospects, schedule appointments for senior sales representatives, and assist with client onboarding when needed. This role requires strong communication skills, confidence on Zoom, and the ability to work professionally with pre-qualified warm leads while maintaining accurate CRM documentation and high daily call volume.

KEY RESPONSIBILITIES

LEAD CONTACT & QUALIFICATION

- Contact warm, pre-qualified inbound leads.

- Manage a high daily call volume in a structured environment

- Conduct 5–15 minute qualification calls.

- Ask scripted qualification questions and address high-level inquiries.

- Clearly articulate information in polished, professional English.

APPOINTMENT SCHEDULING & CRM MANAGEMENT

- Schedule appointments for senior sales representatives.

- Manage leads and scheduling inside Go High Level (CRM).

- Accurately document call outcomes and next steps.

CLIENT ONBOARDING SUPPORT

- Assist new clients through onboarding in Tribexa.

- Guide clients through documentation and account setup.

- Conduct Zoom calls to walk clients through deal documents and system access.

- Provide additional clarity and support to e...