Financial Services Appointment Setter

Triwill Group; Saudi Arabia; On-site; SAR 78,000 - 123,000; Part time

Job summary

Triwill Group in Saudi Arabia is seeking a Financial Services Appointment Setter for a remote, part-time role serving US-based clients. You’ll conduct outbound calls, use approved scripts, and identify prospects interested in reviewing retirement accounts.

The position emphasizes generating qualified appointments, not selling or giving advice. Candidates should be confident on the phone, fluent in English, and able to maintain a natural conversational style while handling objections and

Qualifications

• Experience as an appointment setter or telemarketing role.
• Strong spoken English and clear communication.
• Confident on calls and able to maintain natural conversation.

Responsibilities

• Make professional outbound calls to potential clients.
• Use approved scripts to engage prospects and qualify interest.
• Identify individuals open to reviewing retirement accounts.
• Manage calling activity and document outcomes.
• Schedule consultations via Calendly and track progress.

Skills

Outbound calls

Prospect qualification

Scheduling

English fluency

Communication

Job description

Description:

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Appointment Setter based in Saudi Arabia.

This remote, part-time opportunity is designed for an experienced appointment setter supporting a financial planning practice serving U.S.-based consumers. You will conduct professional outbound calls, engage prospects using approved scripts, and identify individuals interested in reviewing their retirement accounts. The role focuses on generating qualified appointments rather than providing financial advice or closing sales. You will manage calling activity, handle basic objections, document outcomes, and schedule consultations through Calendly. Success requires confidence on the phone, strong spoken English, persistence, and the ability to maintain a natural conversational approach. The position offers a focused schedule with the potential to increase contracted hours based on performance.