Remote Financial Planning Appointment Setter (Part-Time)

Triwill Group; Poland; Remote; PLN 50,000 - 73,000; Part time

Job summary

Triwill Group, listed on behalf of a partner company, seeks a Financial Services Appointment Setter based in Poland. This remote, part-time role supports a U.S.-based financial planning practice by making outbound calls, using approved scripts, and generating qualified appointments with prospective clients.

You will manage calling activity, document outcomes, handle basic objections, and schedule consultations through Calendly.

Qualifications

• Experience in appointment setting or telemarketing.
• Fluent spoken English.
• Experience serving US-based clients is a plus.

Responsibilities

• Make professional outbound calls to generate qualified appointments.
• Document outcomes and schedule consultations using Calendly.
• Handle basic objections and maintain script compliance.

Skills

Outbound calls

Prospecting

Active listening

English communication

Script adherence

Tools

Calendly

Job description

Triwill Group, listed on behalf of a partner company, seeks a Financial Services Appointment Setter based in Poland. This remote, part-time role supports a U.S.-based financial planning practice by making outbound calls, using approved scripts, and generating qualified appointments with prospective clients.

You will manage calling activity, document outcomes, handle basic objections, and schedule consultations through Calendly.