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**C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR ENTIRE SHIFT.**

**PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH**

**Appointment Setter**

**Job ID:** TIMRIC1

**Industry:** Financial Services / Marketing

**Location:** LATAM / South Africa

**Job Status:** Full Time

**Salary:** Performance-based pay with a tiered commission structure, earning approximately $22 – $89 + per qualified show, with top performers earning over $8,900/month

**Target Start Date:** ASAP

**Role Overview**

**About the Client**

The client is a growing financial services organization helping individuals prepare for retirement. They work closely with advisors and rely on accurate data, reporting, client onboarding, and automation to support decision-making and daily operations. The team values precision, accountability, and proactive support.

**About the Role**

The **Appointment Setter** will contact inbound leads, qualify prospects, and schedule appointments for financial advisors. This role requires confidence, empathy, and strong follow-up skills.

The ideal candidate is highly motivated, comfortable speaking with seniors, and experienced in appointment setting or sales support.

**Key Responsibilities** ✅

**Lead Outreach & Appointment Setting**

– Call inbound and warm leads generated by the company
– Speak with seniors about retirement-related topics
– Qualify prospects and schedule appointments for advisors
– Confirm appointments and ensure high show-up rates

**Tracking & Follow-Up**

– Track scheduled appointments and attendance
– Update lead and appointment status in **GoHighLevel**
– Follow up with prospects to reduce no-shows
– Maintain accurate notes and records

**Communication & Representation**

– Act as a professional and trustworthy brand representative
– Answer basic questions and guide prospects through next steps
– Handle objections calmly and confidently
– Maintain a positive and motivated sales mindset

**Qualifications & Skills**

– Strong English communication skills (**verbal & written**)
– Proven experience in **appointment setting, sales, or call-based roles**
– Comfortable speaking with **seniors** and handling sensitive conversations
– Experience using **GoHighLevel** or similar CRM systems
– Resilient, goal-driven, and performance-oriented
– Organized and consistent with follow-up

**Preferred Background** ⭐

– Experience in **financial services or insurance**
– Understanding of **retirement-related conversations**
– Sales or **call center experience**

**Compensation Structure**

This is a **performance-based opportunity** where earnings are tied to **qualified appointments that attend and complete their scheduled meetings with financial advisors**. Compensation increases as performance levels increase, providing **strong earning potential for highly successful appointment setters**.

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