Remote Appointment Setter – Growth & Commission in Tax Advisory

Tax Brilliance Advisors; New Jersey; On-site; USD 40,000 - 68,000; Full time

Benefits offered by this job

100% remote

Base pay + commission

Growth path into client services roles

Job summary

Tax Brilliance Advisors is seeking an experienced Appointment Setter to grow our client base by calling leads, booking qualified calls, and keeping the pipeline full. This is a 100% remote role using Close CRM to log notes and dispositions.

You’ll follow up with warm and cold leads, confirm appointments, and maintain the Chief Advisor’s calendar. A strong phone presence and a track record in inside sales are essential.

Qualifications

• 3+ years in appointment setting or inside sales.
• Strong phone presence speaking with business owners.
• Experience with outbound activity: calls, texts, emails.
• CRM experience (Close, Salesforce, HubSpot, etc.).

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.

Skills

Outbound calls

CRM experience

Appointment setting

Telemarketing

Lead qualification

Tools

Close CRM

Salesforce

HubSpot

Job description

Tax Brilliance Advisors is seeking an experienced Appointment Setter to grow our client base by calling leads, booking qualified calls, and keeping the pipeline full. This is a 100% remote role using Close CRM to log notes and dispositions.

You’ll follow up with warm and cold leads, confirm appointments, and maintain the Chief Advisor’s calendar. A strong phone presence and a track record in inside sales are essential.