Appointment Setter

Golden Wealth Strategies; Remote; USD 30,000 - 50,000; Full time

Job summary

A wealth management firm is seeking a remote Appointment Setter based in Arlington, VA. This role involves scheduling appointments, generating leads, and managing calendars while maintaining effective communication with potential clients. The ideal candidate will possess strong customer service skills and experience in appointment scheduling. A high school diploma is required, with proficiency in CRM tools being advantageous. This position offers an opportunity to contribute to business growth in a supportive team environment.

Qualifications

• Experience in Setting Appointments and Appointment Scheduling.
• Proficiency in Lead Generation and managing prospect pipelines.
• Strong Customer Service skills with a client-focused approach.

Responsibilities

• Schedule appointments and manage calendars for potential clients.
• Generate leads and maintain communication with prospects.
• Support the team in achieving business growth objectives.

Skills

Appointment Scheduling

Lead Generation

Effective Communication

Customer Service

Independence

Education

High school diploma or equivalent

Tools

CRM tools

Scheduling software

Job description

Golden Wealth Strategies is dedicated to elevating financial wellness to the gold standard. We specialize in creating tailored wealth management and retirement strategies to help secure brighter financial futures for our clients. Our team is committed to providing personalized solutions and fostering long-term financial success for individuals and families. At Golden Wealth Strategies, our focus is on empowering clients to achieve stability and prosperity.

Role Description

This is a contract remote role for an Appointment Setter, based in Arlington, VA. The Appointment Setter will be responsible for scheduling appointments, generating leads, and managing calendars. Key tasks include maintaining clear and professional communication with potential clients, providing exceptional customer service, and supporting the team in achieving business growth objectives.

Qualifications

• Experience in Setting Appointments and Appointment Scheduling
• Proficiency in Lead Generation and managing prospect pipelines
• Effective Communication and strong interpersonal skills
• Strong Customer Service skills with a client-focused approach
• Ability to work independently and meet deadlines
• Proficiency in CRM tools and scheduling software is a plus
• High school diploma or equivalent; additional certifications in customer service or sales are a plus