Financial Services Appointment Setter

Triwill Group; United Arab Emirates; On-site; AED 50,000 - 84,000; Part time

Job summary

Triwill Group, on behalf of a partner, seeks a Financial Services Appointment Setter based in the United Arab Emirates. This remote, part-time role supports a U.S.-based financial planning practice.

You will conduct professional outbound calls, use approved scripts, and aim to generate qualified appointments rather than providing advice or closing sales. You will manage calling activity, handle basic objections, document outcomes, and schedule consultations through Calendly.

Qualifications

• Experience in outbound phone outreach.
• Ability to follow approved scripts.
• Strong spoken English.
• Scheduling follow-ups via Calendly.

Responsibilities

• Make professional outbound calls to prospects.
• Engage prospects using approved scripts.
• Identify individuals interested in reviewing retirement accounts.
• Manage calling activity and document outcomes.
• Schedule consultations through Calendly.

Job description

Description:

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Appointment Setter based in United Arab Emirates.

This remote, part-time opportunity is designed for an experienced appointment setter supporting a financial planning practice serving U.S.-based consumers. You will conduct professional outbound calls, engage prospects using approved scripts, and identify individuals interested in reviewing their retirement accounts. The role focuses on generating qualified appointments rather than providing financial advice or closing sales. You will manage calling activity, handle basic objections, document outcomes, and schedule consultations through Calendly. Success requires confidence on the phone, strong spoken English, persistence, and the ability to maintain a natural conversational approach. The position offers a focused schedule with the potential to increase contracted hours based on performance.