Tele-Appointment Setter

About the Role

We are seeking a motivated and professional Tele-Appointment Setter to join our financial services team. In this role, you will be responsible for contacting prospective customers via telephone to schedule appointments and generate qualified leads.

Key Responsibilities

• Conduct outbound phone calls to potential customers
• Present services and value propositions in a clear and compelling manner
• Schedule appointments using our lead management system
• Maintain accurate records of all customer interactions and appointments
• Meet or exceed daily appointment booking targets
• Qualify leads based on customer needs and fit
• Handle objections professionally and persuasively
• Follow up with prospects as needed

What We're Looking For

• Strong communication and interpersonal skills
• Ability to work confidently in a fast-paced, target-driven environment
• Proficiency with phone systems and CRM software
• Excellent organizational and time management abilities
• Resilience and positive attitude
• Ability to follow scripts and processes while maintaining authenticity

Requirements

• Previous experience in outbound sales, telemarketing, or customer service preferred
• Strong listening and problem-solving skills
• Reliable and punctual