Financial Services Appointment Setter

Triwill Group; México; A distancia; MXN 134.000 - 268.000; A tiempo parcial

Descripción de la vacante

Triwill Group seeks a Financial Services appointment setter based in Mexico. This remote, part-time role focuses on generating qualified appointments for a US-based financial planning practice.

You will conduct professional outbound calls, use approved scripts, and schedule consultations via Calendly, emphasizing a natural conversational approach. The ideal candidate has strong spoken English, confidence on the phone, and persistence.

Formación

• Experience making outbound calls and handling objections.
• Ability to follow approved scripts and identify qualified prospects.
• Strong spoken English and professional phone demeanor.

Responsabilidades

• Conduct professional outbound calls to prospective clients in the US market.
• Engage prospects using approved scripts and identify those open to consultations.
• Document outcomes and schedule calls or Calendly appointments with qualified leads.

Herramientas

Calendly

Outbound calls

Appointment setting

English proficiency

Descripción del empleo

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 Mexico.

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.