Role Name: Appointment Setter

Schedule: Monday to Friday, 10am to 2pm Eastern

Client Overview: Join a growing financial advisory practice that’s built a strong foundation through referrals and strategic outreach. This established firm is expanding their business development efforts and looking for someone to take ownership of their appointment setting process. You’ll be working directly with an experienced financial advisor who values professional growth and has a track record of training successful cold callers.

Job Description: You’ll play a crucial role in business development for a thriving financial advisory practice. This isn’t just about making calls—you’ll be the first point of contact for potential clients, helping businesses discover financial planning solutions that can transform their operations. You’ll work with warm leads from companies where the advisor has already helped employees, plus expand into new markets. The role offers excellent training, clear processes, and the satisfaction of connecting businesses with valuable financial guidance.

Responsibilities:

• Conduct professional cold calls to companies where the financial advisor has existing relationships
• Reach out to new prospective companies to expand the client base
• Book qualified 30-minute discovery conversations with business decision-makers
• Send calendar invites to prospects and coordinate with the financial advisor’s schedule
• Work systematically through provided lead lists using established processes
• Manage email communications and calendar coordination for scheduled appointments
• Follow proven calling scripts and messaging frameworks for consistent results
• Maintain accurate records of outreach activities and appointment outcomes

Requirements:

• Strong communication skills for professional business-to-business conversations
• Comfort with phone-based sales and appointment setting activities
• Ability to obtain fingerprints and complete FINRA compliance requirements (firm will guide this process)
• Experience with email systems, calendar management, and basic CRM tools
• Availability for 20 hours per week on a consistent schedule
• Bonus if you have previous cold calling or appointment setting experience
• It helps if you’re familiar with financial services or B2B sales environments

Why Join This Team?:

• Work directly with an experienced financial advisor who actively trains and develops team members
• Flexible remote work arrangement with clear expectations and support
• With performance-based bonuses
• Access to warm leads and established relationships, not just cold prospects
• Opportunity to learn about financial services and business development
• Schedule that allows for work-life balance
• Long-term growth potential as the practice continues expanding

Independent Contractor Perks
Permanent work from home
Immediate hiring
Steady freelance job