Remote Financial Services Appointment Setter (Part-Time)

Jobgether; España; On-site; PHP 1,401,000 - 2,201,000; Part time

Job summary

Jobgether is listing a Financial Services Appointment Setter role based in Spain. This remote, part-time opportunity supports a U.S.–based financial planning practice. You will conduct outbound calls, use approved scripts, and identify prospects who may benefit from a retirement review.

The role focuses on generating qualified appointments, not advice or sales. Expect two-hour calling blocks, Calendly scheduling for Zoom, and documentation in Excel or Google Sheets.

Qualifications

• Previous cold-calling experience is required.
• Experience using power dialer systems is required.
• Experience in financial services, insurance, mortgage, banking, or a related field is preferred.
• Strong spoken English with a native or near-native level of fluency and clear, professional communication.
• Ability to work effectively from scripts while keeping conversations engaging and natural.
• Confident and professional telephone presence with strong interpersonal and listening skills.

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

Appointment setting

English (fluent)

Professional communication

Telephone presence

Remote work discipline

Tools

Power dialer systems

Calendly

Excel/Google Sheets

Job description

Jobgether is listing a Financial Services Appointment Setter role based in Spain. This remote, part-time opportunity supports a U.S.–based financial planning practice. You will conduct outbound calls, use approved scripts, and identify prospects who may benefit from a retirement review.

The role focuses on generating qualified appointments, not advice or sales. Expect two-hour calling blocks, Calendly scheduling for Zoom, and documentation in Excel or Google Sheets.