Appointment Setter
T
Tax Brilliance AdvisorsTax planning, Insurance
United States. New Jersey, United StatesFull-TimeMiddle
SalaryBase pay + commission structure with unlimited earning potential.
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceCRMHubSpot
Requirements
- 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus).
- Strong phone presence and confidence speaking with business owners/families.
- Comfortable with outbound activity — calls, texts, emails.
- CRM experience (Close, Salesforce, HubSpot, etc.).
- Highly organized and consistent with follow-up.
- Self-motivated, goal-oriented, and resilient.
- Positive attitude and strong work ethic in a remote environment.
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.
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