Appointment Setter

Tax Brilliance Inc.; New Jersey; Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Flexible work setup

Base pay + commission

Clear growth path

Growth opportunities

Job summary

A financial services firm is looking for a motivated Appointment Setter to connect with leads and book qualified calls. This 100% remote position involves daily outbound communication and managing calendars, with a commission structure offering unlimited earning potential. Ideal candidates have 3+ years in appointment setting and strong CRM skills.

Qualifications

• 3+ years of experience in appointment setting, telemarketing, or inside sales.
• Strong phone presence and confidence speaking with business owners.
• Comfortable with outbound activity — calls, texts, emails.
• CRM experience with Close, Salesforce or HubSpot.

Responsibilities

• Make daily outbound calls, texts, and emails to leads.
• Confirm upcoming appointments and follow up with no-shows.
• Manage the daily lead list and log all activity in Close CRM.
• Log all activity in Close CRM and manage the daily lead list.
• Qualify prospects before booking calls and update calendar with meetings.
• Hit appointment-setting KPIs consistently.

Skills

Appointment setting

Telemarketing

Inside sales

Phone presence

Outbound communication

CRM experience

Organizational skills

Goal-oriented

Resilience

Positive attitude

Tools

Close CRM

Salesforce

HubSpot

Job description

About Us

At Tax Brilliance Advisors, we help business owners and families protect wealth, reduce taxes, and build legacies. We deliver specialized tax planning and insurance solutions through a white-glove client experience.

We’re looking for a motivated Appointment Setter who will play a critical role in growing our client base by connecting with leads, booking qualified calls, and keeping our pipeline full.

The Role

As an Appointment Setter, you’ll be on the front lines of our growth engine. You’ll reach out to warm and cold leads, follow up with event/webinar attendees, and schedule meetings for our Chief Advisor. You’ll also keep our CRM (Close) up to date with call notes and dispositions.

Your success is measured by appointments set and kept— you’ll have a clear target, scripts, and systems to support you.

Responsibilities

• Make daily outbound calls, texts, and emails to leads/prospects.
• Confirm upcoming appointments with prospects (24-hour reminders).
• Follow up with no-shows, reschedules, and event/webinar attendees.
• Manage the daily lead list, prioritize outreach, and log all activity in Close CRM.
• Qualify prospects before booking calls (fit, interest, availability).
• Update the Chief Advisor’s calendar with confirmed meetings.
• Consistently hit appointment-setting KPIs.

Qualifications

• 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus).
• Strong phone presence and confidence speaking with business owners/families.
• Comfortable with outbound activity — calls, texts, emails.
• CRM experience (Close, Salesforce, HubSpot, etc.).
• Highly organized and consistent with follow-up.
• Self-motivated, goal-oriented, and resilient.
• Positive attitude and strong work ethic in a remote environment.

Why Join Us

• 100% remote with flexible work setup.
• Base pay + commission structure with unlimited earning potential.
• Clear growth path into client services, licensed advisor support, or sales roles.
• Join a mission-driven team that helps clients keep more of what they earn and protect their legacies.