Remote Financial Services Appointment Setter (Part-Time)

Jobgether; As Sudiyah; On-site; OMR 136,000 - 227,000; Part time

Benefits offered by this job

Weekly payments

Remote work

Free training and upskilling

Supportive professional community

International client exposure

Independent contractor with defined sc

Job summary

Jobgether is seeking a Financial Services Appointment Setter based in Saudi Arabia for a remote, part-time engagement. You will conduct outbound calls to US-based prospects, follow approved scripts, and schedule Zoom consultations via Calendly.

The role emphasizes generating qualified appointments rather than selling, with two-hour daily calling blocks and weekly payments. Ideal candidates have cold-calling experience, strong English, and familiarity with Calendly and Excel/Sheets.

Qualifications

• Previous cold-calling experience with appointment setting.
• Experience using power dialer systems; familiarity with 2X is a plus.
• Experience in financial services or related field preferred.
• Strong spoken English with professional communication.
• Able to work from scripts while keeping conversations natural.
• Reliable, organized, performance-driven and able to maintain consistent activity.

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 experience

Appointment setting experience

Phone communication

Native English

Remote work discipline

Tools

Power dialer systems

Calendly

Excel

Google Sheets

Job description

Jobgether is seeking a Financial Services Appointment Setter based in Saudi Arabia for a remote, part-time engagement. You will conduct outbound calls to US-based prospects, follow approved scripts, and schedule Zoom consultations via Calendly.

The role emphasizes generating qualified appointments rather than selling, with two-hour daily calling blocks and weekly payments. Ideal candidates have cold-calling experience, strong English, and familiarity with Calendly and Excel/Sheets.