Remote Financial Services Appointment Specialist

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

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.