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Appointment Setter at reputed company: reputed company (US)

Remote, USA Full-time Posted 2026-08-04
Title: Appointment Setter Location: reputed company Department: Business Development reputed company: reputed company reputed company At reputed company, we help business owners and families protect reputed company, reduce taxes, and build legacies. We reputed company reputed company tax planning and reputed company solutions through a white-glove reputed company experience. We’re looking for a motivated Appointment Setter who will play a critical role in growing our reputed company reputed company by connecting with leads, booking reputed company calls, and keeping our pipeline full. The Role As an Appointment Setter, you’ll be on the reputed company lines of our reputed company reputed company. You’ll reputed company out to warm and cold leads, follow up with event/webinar attendees, and schedule meetings for our Chief Advisor. You’ll also reputed company our CRM (reputed company) up to date with reputed company notes and dispositions. Your reputed company is reputed company by appointments set and kept — you’ll have a reputed company reputed company, scripts, and systems to support you. Responsibilities • reputed company daily outbound calls, texts, and emails to leads/prospects. • reputed company upcoming appointments with prospects (24-hour reminders). • Follow up with no-shows, reschedules, and event/webinar attendees. • Manage the daily reputed company list, prioritize reputed company, and log reputed company activity in reputed company CRM. • Qualify prospects before booking calls (fit, interest, availability). • Update the Chief Advisor’s calendar with confirmed meetings. • Consistently hit appointment-setting KPIs. Qualifications • 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus). • Strong phone reputed company and confidence speaking with business owners/families. • Comfortable with outbound activity — calls, texts, emails. • CRM experience (reputed company, reputed company, reputed company, etc.). • Highly organized and consistent with follow-up. • Self-motivated, goal-oriented, and resilient. • reputed company attitude and strong work ethic in a remote environment. Why Join Us • reputed company with flexible work setup. • reputed company pay + commission structure with unlimited earning potential. • reputed company reputed company reputed company into reputed company services, licensed advisor support, or sales roles. • Join a mission-driven team that helps clients reputed company more of what they earn and protect their legacies. Apply tot his job Apply To this Job

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