SU - Appointment Setter

Full-time Information and Record Clerks

Role Description

This is a full-time remote role for an Appointment Setter at a fast-growing lead generation agency that supports US-based financial professionals. The Appointment Setter will be responsible for engaging prospects, qualifying leads, and scheduling high-quality appointments for the sales team. We are seeking a proactive and motivated individual who is confident in communicating with potential clients and can thrive in a fast-paced, results-driven environment.

Qualifications

• Minimum 2 years of experience in appointment setting, lead generation, sales support, or a related role.


• Fluent English communication skills, both verbal and written.


• Strong interpersonal and relationship-building skills.


• Experience with CRM systems and productivity tools such as Google Workspace, Slack, or Zoom.

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