Remote Part-Time Financial Services Appointment Setter

Triwill Group; Australia; Remote; AUD 34,000 - 48,000; Part time

Job summary

Triwill Group, on behalf of our partner, seeks a Financial Services Appointment Setter based in Australia. This remote, part-time role supports a U.S.-based financial planning practice. You will make outbound calls, use approved scripts, and qualify prospects for consultations via Calendly.

You focus on generating qualified appointments rather than giving financial advice or closing sales. Strong spoken English and phone confidence are essential.

Qualifications

• Experience performing outbound calls with professional scripts.
• Excellent spoken English with confident phone manner.
• Ability to qualify prospects for scheduling consultations.

Responsibilities

• Make professional outbound calls to prospects.
• Use approved scripts to engage and qualify leads.
• Schedule consultations via Calendly and document outcomes.

Skills

Outbound calling

Professional English

Appointment setting

Tools

Calendly

Job description

Triwill Group, on behalf of our partner, seeks a Financial Services Appointment Setter based in Australia. This remote, part-time role supports a U.S.-based financial planning practice. You will make outbound calls, use approved scripts, and qualify prospects for consultations via Calendly.

You focus on generating qualified appointments rather than giving financial advice or closing sales. Strong spoken English and phone confidence are essential.