Appointment Setter For Financial Services (High Ticket)

Proven experience in appointment setting, sales, or telemarketing Strong interpersonal and communication skills Self-motivated with a results-oriented approach Ability to handle objections and engage clients effectively Familiarity with Go High Level and lead management tools is a plus Excellent organizational skills and attention to detail Ability to work independently in a remote setting Knowledge of finance or related industries is beneficial

Research leads and create value sequences Conduct outbound calls and emails to introduce services Qualify leads and gather relevant information Schedule appointments for the sales team Track and report on outreach efforts Build and maintain relationships with prospects Collaborate with the marketing team