Source Job

Poland

  • Conduct professional outbound calls to prospects using approved scripts.
  • Generate qualified appointments and schedule Zoom consultations via Calendly.
  • Record call outcomes accurately and maintain consistent calling activity.

Cold Calling Power Dialer Objection Handling

20 jobs similar to Financial Services Appointment Setter

Jobs ranked by similarity.

Global

  • Make high-volume outbound calls to generate qualified 30-minute Zoom appointments with prospective clients using company-provided lists.
  • Handle basic objections and conduct brief qualification conversations to schedule appointments that are likely to be retained.
  • Maintain accurate appointment details and adhere to calling scripts and activity management requirements.

20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community.

Global

  • Conduct outbound calls using provided scripts to generate qualified Zoom appointments with prospective clients.
  • Perform personalized email outreach through Gmail and web contact forms while tracking activity accurately.
  • Maintain organized records of calls, emails, and follow-ups to ensure no prospects are overlooked.

20four7VA is a platform that connects offshore independent contractors with clients worldwide, providing virtual assistant and business support services. It operates with a global network of contractors and emphasizes professional development and community support.

Global

  • Conduct lead outreach and follow-up via phone, email, and SMS using approved scripts and maintain professional communication.
  • Identify interested prospects and schedule appointments, track leads and maintain accurate records in spreadsheets.
  • Work 20 hours per week, Monday to Friday, 10 AM-2 PM EST, with a focus on consistent follow-up and appointment setting.

20four7VA connects offshore independent contractors with clients worldwide to deliver remote business support services. The company offers a vibrant community, free training, and constant support for contractors.

Texas

  • Make outbound calls to existing healthcare plan members and explain the available services.
  • Answer basic member questions and handle objections professionally using approved information.
  • Schedule appointments and accurately document call outcomes to meet quality and conversion goals.

Knowledge Rhino specializes in healthcare outreach and appointment setting for existing plan members. The company is a growing remote team that offers flexible work schedules and a supportive culture.

South Africa

  • Act as the first point of contact for inbound mortgage leads, building rapport and qualifying them for mortgage advisers.
  • Manage a large lead pipeline through CRM, follow-up calls, and structured processes to book qualified appointments.
  • Use modern tools like CRM, communication platforms, and AI-supported productivity systems to stay organized and efficient.

Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. It processes applications efficiently and shares top candidates with employers for final decisions.

US

  • Prospect for new B2B clients through cold calling and email outreach.
  • Conduct follow-ups and manage lead nurturing sequences.
  • Segment audiences and recruit senior leaders for client events.

JumpSeat is a B2B marketing and advisory agency serving US-based clients. The company is a small team seeking part-time support for its sales and lead generation efforts.

South Africa Latin America

  • Make outbound calls to warm leads and build rapport with prospects.
  • Qualify leads based on criteria and schedule appointments for the team.
  • Handle objections professionally and maintain accurate records of interactions.

They specialize in connecting U.S.-based businesses with highly skilled virtual professionals across industries like property management, logistics, and real estate. They foster a collaborative, growth-driven remote work environment focused on operational excellence.

Texas

  • Make high-volume outbound calls to existing healthcare plan members in English and Spanish.
  • Explain available services, answer questions, and help eligible members schedule appointments.
  • Accurately document call outcomes and meet performance expectations for quality and conversion.

Knowledge Rhino hires bilingual professionals for outbound healthcare appointment setting, serving existing plan members. They are a growing remote team focused on member outreach and flexible scheduling.

US

  • Make outbound calls to eligible health-plan members using an automated dialing system.
  • Follow established scripts and enrollment procedures accurately.
  • Engage members in professional, friendly, and conversational discussions.

Five Star Solutions provides healthcare enrollment services for eligible health-plan members. The company values diversity and cultivates a professional, diverse workforce.

$45,000–$75,000/yr
US

  • Contact potential clients via phone, email, and messaging platforms to introduce our services.
  • Manage calendars and set up consultations for travel advisors, ensuring efficient scheduling.
  • Maintain engagement with interested clients and answer initial inquiries with professionalism.

Destination Knot specializes in crafting personalized travel experiences that create lasting memories. As a growing company, they offer a collaborative and supportive team environment with remote work options.

$45,000–$70,000/yr
US

  • Reach out to potential clients via phone, email, and social media to introduce hotel booking services.
  • Qualify leads and schedule appointments for travel advisors and hotel specialists.
  • Maintain accurate records of outreach, client interactions, and appointment status.

We help travelers simplify planning by connecting them with perfect accommodations, specializing in hotel and resort bookings. We are a passionate, supportive team focused on making travel seamless.

Nicaragua

  • Handle a high volume of inbound and outbound calls in a fast-paced environment.
  • Schedule, confirm, reschedule, and cancel medical appointments accurately.
  • Document call outcomes and appointment details accurately in internal systems.

We are a fast-paced, insurance-related environment focused on providing compassionate assistance to patients. Our team is metrics-driven and we value strong phone skills and attention to detail.

$1,142–$1,220/mo
US

  • Act as initial point of contact for prospective clients, handling about 30 calls per day with empathy and professionalism.
  • Qualify leads according to internal criteria and accurately document information in the CRM.
  • Schedule appointments for the sales team and follow up with leads to maintain engagement.

The partner company provides legal client intake and scheduling services. They operate fully remotely with a focus on bilingual communication and professional development.

$31,127–$63,773/yr
Canada

  • Make high-volume inbound and outbound calls, completing 200+ calls per day while scheduling 8–10 qualified appointments for Design Consultants.
  • Follow established sales scripts and adapt conversations naturally, handling objections with professionalism and building rapport quickly.
  • Work toward individual performance goals in a fast-paced environment, demonstrating resilience and urgency to maximize uncapped commission earnings.

The company connects homeowners with in-home consultation opportunities for home improvement services. The company values a goal-oriented, resilient, and team-oriented culture, offering a fully remote work environment.

Global

  • Conduct virtual consultations to assess clients' financial needs and present suitable solutions.
  • Build lasting client relationships through consistent periodic check-ins and follow-ups.
  • Complete administrative tasks like note taking and appointment setting as needed.

Global Elite Empire Consultants is a third-party recruiting firm that connects people with remote roles focused on protecting families' financial well-being. The company emphasizes flexibility, mentorship, complete training, and advancement based on performance.

Canada

  • Research and identify potential leads that fit clients' target markets.
  • Reach out to prospects via email, phone, and LinkedIn to start meaningful conversations.
  • Qualify leads and schedule meetings or demos for clients' Account Executives.

The Sales Factory partners with high-growth companies to connect them with ideal customers and build revenue pipelines using data-driven strategy and AI technology. Ranked #2 globally for outsourced sales and a remote-first team across North America, they foster a culture of curiosity, growth, and collaboration.

US

  • Reach out to potential clients by phone, email, or messaging to connect them with travel advisors.
  • Schedule and confirm appointments while gathering key travel details such as dates, destination, and budget.
  • Maintain organized lead and appointment records using strong communication and organizational skills.

Destination Knot is a travel services company that connects clients with travel advisors for vacation planning. The company emphasizes a supportive team culture, flexible remote work, and exclusive travel perks for its team.

South Africa

  • Make at least 100 outbound calls per day using our power dialer.
  • Handle objections in real time and adapt your approach based on what resonates.
  • Book qualified discovery calls and meet regularly to refine the pitch and target list.

We are a recruiting and outsourcing company that places Filipino virtual assistants with US businesses. Started less than a year ago, we have built a client base through referrals and affiliates, and are now building an outbound system from scratch.

$2,500–$3,250/mo
LATAM

  • Execute daily LinkedIn outbound campaigns targeting B2B decision-makers with personalized messaging.
  • Manage 50-100+ active LinkedIn conversations, qualify prospects, and book discovery calls onto the founder's calendar.
  • Maintain accurate CRM records, track KPIs like reply and show rates, and refine outreach strategies based on performance trends.

We are a partner company that uses AI-powered matching to connect candidates with job opportunities. We are a lean, fast-moving team that values speed, ownership, and resilience.

Global

  • Contact potential sales partners by phone, explain the partnership model and schedule qualified consultations.
  • Document call outcomes and objections accurately in the CRM while following compliance guidelines.
  • Share insights from calls with the team and maintain a high standard of data quality.

The Global Talent Co. connects exceptional global talent with innovative technology and lifestyle companies worldwide. They have a community of over 25,000 professionals and believe in equal access to opportunity.