Onsite Mortgage Protection Appointment Specialist

Virtual Champs Global, Inc; General Santos; On-site; PHP 240,000 - 360,000; Full time

Job summary

Virtual Champs Global, Inc. is seeking an experienced Appointment Setter to engage warm mortgage protection leads, qualify prospects, and schedule qualified appointments with licensed agents.

The role is onsite in the Philippines and requires empathy, confidence, and a consultative approach when discussing sensitive topics. The ideal candidate will have a proven appointment-setting background, strong conversational skills, disciplined follow-up habits, and a track record of meeting show-rate

Qualifications

• At least two years of experience in appointment setting, cold calling, sales development, outbound sales, or a similar role.
• Proven ability to generate qualified appointments and maintain strong show rates.
• Excellent spoken and written English communication skills.

Responsibilities

• Contact warm leads daily through outbound calls and text messages.
• Engage prospects naturally, professionally, and empathetically.
• Follow the client’s approved script and qualification process while maintaining genuine conversations.
• Identify prospects’ basic needs and determine whether they meet the appointment criteria.
• Schedule qualified appointments directly on the assigned licensed agent’s calendar.
• Confirm appointments and conduct timely follow-ups to improve attendance rates.
• Re-engage previously contacted leads who have not yet scheduled an appointment.
• Maintain consistent follow-ups with interested prospects.
• Accurately update lead statuses, dispositions, notes, follow-up activities, and appointment outcomes in the CRM.
• Track daily and weekly outreach, appointment-setting, and follow-up activities.
• Consistently work toward established appointment-setting and show-rate KPIs.
• Communicate objections, feedback, and observations to the client or Account Manager.
• Maintain reliable attendance and productive schedule adherence.

Skills

Appointment setting

Cold calling

Outbound outreach

CRM proficiency

Lead qualification

English communication

Organizational skills

Tools

CRM software

Job description

Virtual Champs Global, Inc. is seeking an experienced Appointment Setter to engage warm mortgage protection leads, qualify prospects, and schedule qualified appointments with licensed agents.

The role is onsite in the Philippines and requires empathy, confidence, and a consultative approach when discussing sensitive topics. The ideal candidate will have a proven appointment-setting background, strong conversational skills, disciplined follow-up habits, and a track record of meeting show-rate