Appointment Setter (Job ID: TIMRIC1)

Job ID: TIMRIC1
Industry: Financial Services / Marketing
Location: LATAM / South Africa
Job Status: Full Time
Salary: $800/month + $75 for qualified appointments
Target Start Date: ASAP

C1 English level is required. The selected candidate will be speaking strictly in English during their entire shift. Please submit your resume and audio recording in English.

The client is a growing financial services organization helping individuals prepare for retirement. They work closely with advisors and rely on accurate data, reporting, client onboarding, and automation to support decision making and daily operations. The team values precision, accountability, and proactive support.

The Appointment Setter will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role requires confidence, empathy, and strong follow up skills. The ideal candidate is highly motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support.

• Lead Outreach & Appointment Setting
  • Call inbound and warm leads generated by the company
  • Speak with seniors about retirement related topics
  • Qualify prospects and schedule appointments for advisors
  • Confirm appointments and ensure high show up rates
• Tracking & Follow Up
  • Track scheduled appointments and attendance
  • Update lead and appointment status in GoHighLevel
  • Follow up with prospects to reduce no shows
  • Maintain accurate notes and records
• Communication & Representation
  • Act as a professional and trustworthy brand representative
  • Answer basic questions and guide prospects through next steps
  • Handle objections calmly and confidently
  • Maintain a positive and motivated sales mindset

• Strong English communication skills (verbal & written)
• Proven experience in appointment setting, sales, or call based roles
• Comfortable speaking with seniors and handling sensitive conversations
• Experience using GoHighLevel or similar CRM systems
• Resilient, goal driven, and performance oriented
• Organized and consistent with follow up

• Experience in financial services or insurance
• Understanding of retirement related conversations
• Sales or call center experience