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Appointment Setter

Posted 2024-11-19

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💎 Seniority level: Middle, At least 3 years experience

📍 Location: Philippines, EST, NOT STATED

💸 Salary: 1000 - 1500 USD per month

🔍 Industry: M&A, business brokerage, or financial services

🏢 Company: Genius™

🗣️ Languages: English

⏳ Experience: At least 3 years experience

🪄 Skills: Business DevelopmentBusiness developmentGoCommunication SkillsCollaborationNegotiationAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentation

Requirements:
  • Proven experience in appointment setting, lead qualification, or customer-facing roles.
  • Fluent in English with a neutral accent; excellent phone presence.
  • Proficient with CRM systems, especially Close CRM.
  • Ability to handle high volumes of calls and maintain organized workflows.
  • Results-oriented with ownership of the sales pipeline and strong performance metrics.
  • Detail-driven with accurate recording of interactions and follow-up processes.
Responsibilities:
  • Conduct qualification calls lasting 5-10 minutes.
  • Log all interactions in the CRM (Close).
  • Collaborate with sales and marketing teams for accurate lead tracking and follow-ups.
  • Build relationships with potential clients.
  • Stay informed about the firm's services and the M&A landscape.
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