ROLE: Appointment Setter

Schedule- Monday-Friday 9:00am-12:00pm, Central Standard Time, Part Time

Responsibilities:

• Make outbound calls to small businesses across licensed states
• Pitch financial advisory services and company benefits
• Schedule initial appointments for the advisor
• Conduct follow-up calls when requested by prospects
• Transfer prospect meeting details into CRM or tracking sheets
• Coordinate effectively while navigating industry compliance requirements

Requirements:

• Minimum 2 years of sales or appointment setting experience
• Strong interpersonal and conversational communication skills
• Ability to sound warm and human rather than robotic
• Familiarity with financial or insurance industry standards is a plus
• Proficiency with basic spreadsheet tools and CRMs

Scope:

• Minimum 20 hours per week (Part-Time)
• Monday to Friday schedule aligned with target time zones
• Month-to-month agreement with no long-term lock-in contracts
• Includes full HR, payroll, and 24/7 IT support