Remote Financial Services Appointment Setter (Part-Time)

Jobgether SRL; México; Remote; MXN 100,000 - 133,000; Part time

Benefits offered by this job

Weekly payments

Free training

Remote work with international clients

Ongoing support

Job summary

Jobgether SRL is seeking a Financial Services Appointment Setter to join a remote, part-time role supporting US-based clients. You'll conduct outbound calls using approved scripts, qualify prospects for a financial review, and schedule Zoom consultations via Calendly.

The position emphasizes appointments over sales, with a focus on professional dialogue and consistent activity in two-hour calling blocks. You will work from home in Mexico, with a weekly schedule of about 10 hours and the

Qualifications

• Previous cold-calling experience is required, with demonstrated experience in appointment setting.
• Experience using power dialer systems is required; familiarity with 2X systems is an advantage, with training available.
• Experience in financial services, insurance, mortgage, banking, or a related field is preferred.
• Strong spoken English with a native or near-native level of fluency and clear, professional communication.

Responsibilities

• Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.
• Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.
• Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.
• Generate interest and identify prospects who are appropriate for a consultation with a financial professional.
• Handle basic objections confidently, professionally, and without being overly aggressive.
• Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.
• Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.
• Maintain consistent calling activity throughout assigned two-hour calling blocks.
• Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.

Skills

Cold-calling

Appointment setting

Phone communication

English fluency

Persistence without aggression

Remote work discipline

Tools

Power dialer

2X systems

Calendly

Excel/Sheets

Job description

Jobgether SRL is seeking a Financial Services Appointment Setter to join a remote, part-time role supporting US-based clients. You'll conduct outbound calls using approved scripts, qualify prospects for a financial review, and schedule Zoom consultations via Calendly.

The position emphasizes appointments over sales, with a focus on professional dialogue and consistent activity in two-hour calling blocks. You will work from home in Mexico, with a weekly schedule of about 10 hours and the