Remote Financial Services Appointment Setter (Part-Time)

Jobgether; Portugal; Presencial; EUR 30 000 - 42 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Weekly contractor payments

Remote work from Portugal

Training and upskilling

Resumo da oferta

Jobgether in Portugal seeks a Financial Services Appointment Setter for a partner company. This remote, part-time role focuses on outbound calls to schedule consultations for a US-based financial planning practice.

You will follow approved scripts, manage calendars via Calendly, and record results in spreadsheets. Ideal candidates have cold-calling experience, familiarity with power dialers (2X a plus), and excellent spoken English.

Qualificações

• Minimum cold-calling experience with appointment setting.
• Experience using power dialer systems; 2X a plus with training.

Responsabilidades

• Conduct outbound calls to prospects using provided lists and scripts.
• Follow financial-services scripts in a professional, conversational style.
• Identify prospects suitable for a financial review and schedule consultations via Calendly.
• Record outcomes and follow-ups in Excel or Google Sheets.
• Maintain consistent activity within two-hour calling blocks.

Conhecimentos

Cold calling

Appointment setting

Phone etiquette

English communication

Persistence

Ferramentas

Power dialer systems

2X systems

Calendly

Excel/Sheets

Descrição da oferta de emprego

Jobgether in Portugal seeks a Financial Services Appointment Setter for a partner company. This remote, part-time role focuses on outbound calls to schedule consultations for a US-based financial planning practice.

You will follow approved scripts, manage calendars via Calendly, and record results in spreadsheets. Ideal candidates have cold-calling experience, familiarity with power dialers (2X a plus), and excellent spoken English.