Financial Services Appointment Setter

• Conduct outbound calls using client-provided prospect lists
• Work from approved financial-services scripts
• Ask prospects when they last reviewed their retirement accounts
• Briefly communicate approved reasons for conducting a financial review
• Handle basic objections professionally
• Schedule qualified prospects through Calendly
• Record calling outcomes and follow-up information in spreadsheets
• Maintain consistent activity during assigned calling blocks
• Deliver task-specific remote services to support client business efficiency, service delivery, or operational functions
• Operate under a Master Services Agreement and Statement of Work

• Offshore independent contractor status
• Cold calling experience required
• Appointment-setting experience required
• Power dialer experience required
• Financial services, insurance, mortgage, banking, or similar experience preferred
• Strong spoken English required
• Experience using scripts while maintaining a conversational tone
• Confident and professional on the phone
• Strong outbound calling background
• Natural conversational style
• Comfortable handling objections
• Persistent without being aggressive
• Strong appointment-setting ability
• Comfortable speaking with U.S.-based consumers
• Reliable and performance-driven
• Power Dialer Systems required
• 2X System preferred; client training available
• Experience with Calendly
• Experience with Excel / Google Sheets
• Native or near-native English accent required (Level A-B)
• Availability Monday through Friday for a consistent 2-hour daily block between 10:00 AM and 4:00 PM PST
• Preferred region: Philippines

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you