Remote Appointment Setter for Financial Advisors

Outsource Recruiter; Philippines; On-site; PHP 223,000 - 446,000; Full time

Job summary

Outsource Recruiter is seeking a proactive Appointment Setter to support outreach and scheduling with financial advisors. You will focus on setting qualified 15-minute appointments between fund managers and advisors at firms like LPL and Schwab, using phone and email to generate interest in potential investments.

Ideal candidates will have experience in appointment setting or SDR roles, strong English communication, and the ability to manage calendars and follow up efficiently.

Qualifications

• Experience in appointment setting, sales, or business development.
• Strong verbal and written English communication.
• Ability to work independently and meet performance goals.

Responsibilities

• Proactively contact financial advisors via phone and email.
• Use approved scripts and tailor messaging where appropriate.
• Schedule and confirm 15-minute calls, coordinating calendars efficiently.
• Track communication and appointment activity using CRM or scheduling tools.
• Provide regular updates on outreach progress and appointments set.
• Represent the company professionally in all client-facing communication.

Skills

Appointment setting

Sales

English communication

Time management

Independence

Objection handling

Tools

Calendly

Google Calendar

RingCentral

CRM software

Job description

Outsource Recruiter is seeking a proactive Appointment Setter to support outreach and scheduling with financial advisors. You will focus on setting qualified 15-minute appointments between fund managers and advisors at firms like LPL and Schwab, using phone and email to generate interest in potential investments.

Ideal candidates will have experience in appointment setting or SDR roles, strong English communication, and the ability to manage calendars and follow up efficiently.