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Job title: Appointment Setter Type of employment: Full-time (Remote) Shift Schedule: 9:00 AM - 5:00 PM EST We are seeking a proactive and articulate Appointment Setter to support outreach and scheduling efforts with financial advisors. This role involves setting qualified 15-minute appointments between a fund manager and advisors at firms such as LPL and Schwab. These calls are intended to introduce a financial product and generate interest in potential investment opportunities. About the Employer: An investment management firm specializing in offering innovative mutual fund strategies designed to deliver consistent results in various market environments. With a focus on active management, the team is committed to identifying unique opportunities that align with client goals, using a disciplined and research-driven approach. Company core values: Honesty We operate with transparency and integrity in all interactions. Hard Work We go the extra mile to deliver results through consistent effort. Dedication We are committed to achieving excellence for our clients and team. Persistence We embrace challenges with resilience and a solutions-first mindset Objective of this role: Schedule qualified appointments per day with financial advisors Engage prospects through phone and email outreach Ensure smooth handoff and confirmation of scheduled meetings Responsibilities Proactively contact a provided list of financial advisors via phone and email Use approved scripts and tailor messaging where appropriate Schedule and confirm 15-minute calls, coordinating calendars efficiently Track communication and appointment activity using CRM or scheduling tools Provide regular updates on outreach progress and appointments set Represent the company professionally in all client-facing communication Required skills and qualifications: Working experience in appointment setting, sales, or business development Strong verbal and written English communication skills Clear speaking voice with minimal accent Proficiency in scheduling tools like Calendly or Google Calendar, and calling platforms like RingCentral Strong organization, time management, and follow-up skills Ability to work independently and meet performance goals Comfortable handling objections and rejection Preferred skills and qualifications Experience using CRM tools or lead tracking systems Background in financial services or investment-related industries Familiarity with mutual funds or similar financial products Prior experience in SDR, lead generation, or outbound calling roles
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