Appointment Setter For Financial Services (High Ticket)

Eightx - Fractional CFOs for FMCG Brands; Colombia; A distancia; COP 42.252.808 - 79.224.015; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Generous vacation and paid time off

Commission on booked calls and sales closed

Descripción de la vacante

A financial services provider is seeking a motivated Appointment Setter to connect with potential clients and schedule appointments for the sales team. This remote role demands strong communication skills and the ability to thrive in a fast-paced environment. Responsibilities include conducting outreach to leads, qualifying them, and managing appointments. A competitive hourly rate of $8-15 is offered, with additional benefits such as commission on booked calls.

Formación

• Proven experience in appointment setting, sales, or telemarketing.
• Strong interpersonal and communication skills.
• Self-motivated with a results-oriented approach.
• Ability to handle objections and engage clients effectively.
• Excellent organizational skills and attention to detail.
• Ability to work independently in a remote setting.

Responsabilidades

• Research leads and create value sequences.
• Conduct outbound calls and emails to prospective clients.
• Schedule appointments for the sales team.
• Track and report on outreach efforts.
• Build and maintain relationships with prospects.

Conocimientos

Appointment setting

Communication skills

Self-motivation

Interpersonal skills

Herramientas

Go High Level

Descripción del empleo

Appointment Setter For Financial Services (High Ticket)

Eightx is a dynamic financial services provider committed to helping businesses achieve sustainable growth and enhanced cash flow. We pride ourselves on delivering exceptional support to our founders, CEOs, and boards through tailored financial strategies and solutions. As we continue to expand our reach, we are looking for a motivated Appointment Setter to join our team.

As an Appointment Setter, you will be at the forefront of our client engagement efforts. Your primary responsibility will be to connect with potential clients, introduce them to our services, and schedule appointments for our sales team. The ideal candidate thrives in a fast-paced environment, possesses excellent communication skills, and is driven by achieving results. This is a remote position, giving you the flexibility to work from anywhere while contributing to our growing success.

You will primarily be working inbound leads from Meta/IG and some referrals. Current volume is roughly 100 leads per month.

Your number one job is to create trust in the outreach process.

Key Responsibilities

• Thoroughly research a lead and create value sequences in the appointment setting process
• Conduct outbound calls and emails to prospective clients to introduce Eightx's services
• Qualify leads and gather relevant information to ensure a successful appointment
• Schedule appointments for the sales team and maintain an organized calendar
• Track and report on outreach efforts and appointment setting metrics
• Build and maintain relationships with prospects and follow up as needed
• Collaborate with the marketing team to improve lead generation strategies

Requirements

• Proven experience in appointment setting, sales, or telemarketing
• Strong interpersonal and communication skills
• Self-motivated with a results-oriented approach
• Ability to handle objections and engage clients effectively
• Familiarity with Go High Level and lead management tools is a plus
• Excellent organizational skills and attention to detail
• Ability to work independently in a remote setting
• Knowledge of finance or related industries is beneficial, but not essential

Key KPI

15% of leads booking discovery calls

Salary

This position offers a competitive hourly rate of $8-15, depending on experience and performance.

How To Apply

Submit your resume and a short video in your application. Answer these questions:

• Why are you interested in this position?
• What do you know about our company?
• What is your ideal work environment?
• What are your strengths?
• Where do you see yourself in five years?

Video Requirements

• Make it maximum three minutes

Application Process

• Application with video
• Short workstyle assessment (15 min)
• 15‑minute interview
• Final interview
• Offer

Benefits

• Generous vacation and paid time off
• Commission on booked calls and sales closed