Remote Appointment Setter for Financial Advisory Outreach

BruntWork; Metro Manila; Remote; PHP 1,305,000 - 2,176,000; Part time

Benefits offered by this job

Permanent work from home

Immediate hiring

Month-to-month agreement with no long‑

Full HR, payroll, and 24/7 IT support

Job summary

BruntWork is seeking an Appointment Setter to conduct outbound outreach to small businesses in licensed states. You will pitch financial advisory services, schedule initial appointments for advisors, and maintain CRM records with accuracy and compliance.

The role is contract-based, remote from home with flexible hours during CST, offering 15 hours per week and an immediate start. Previous sales or appointment setting experience is required, with strong communication skills and CRM proficiency.

Qualifications

• Minimum 2 years of sales or appointment setting experience.
• Strong interpersonal and conversational communication skills.
• Proficiency with basic spreadsheet tools and CRMs.
• Familiarity with financial or insurance industry standards is a plus.

Responsibilities

• Make outbound calls to small businesses across licensed states.
• Pitch financial advisory services and company benefits.
• Schedule initial appointments for the advisor.
• Conduct follow-up calls when requested by prospects.
• Transfer prospect meeting details into CRM or tracking sheets.
• Coordinate effectively while navigating industry compliance requirements.

Skills

Sales experience

Interpersonal skills

Warm communication

Financial/insurance industry knowledge

Spreadsheets

Tools

CRM software

Spreadsheets

Job description

BruntWork is seeking an Appointment Setter to conduct outbound outreach to small businesses in licensed states. You will pitch financial advisory services, schedule initial appointments for advisors, and maintain CRM records with accuracy and compliance.

The role is contract-based, remote from home with flexible hours during CST, offering 15 hours per week and an immediate start. Previous sales or appointment setting experience is required, with strong communication skills and CRM proficiency.