Virtual Appointment Setter

About Us:
We are a leading Appointment Generation Agency specializing in helping Financial Advisors acquire high-quality leads through targeted Facebook and Instagram Ads.

Job Description:
We are seeking a motivated and detail-oriented Virtual Appointment Setter to join our team. The ideal candidate will be responsible for calling leads generated from our Facebook ads, using prebuilt scripts to engage with prospects, and asking qualifying questions to determine their interest. Additionally, the VA will be responsible for booking qualified prospects into our clients' calendars using their availability and the prospect's preferred time slot.

Responsibilities:
- Make outbound calls to leads generated from Facebook ads.
- Use prebuilt scripts to engage with prospects and ask qualifying questions.
- Book qualified prospects into our clients' calendars using availability and preferred time slots.
- Maintain accurate records of all calls and appointments in our CRM system.
- Collaborate with the team to optimize outreach strategies and achieve shared objectives.
- Understand basic concepts of Financial Services and Financial Planning (preferred).

Qualifications:
- Previous experience in appointment setting or outbound calling is required.
- Excellent English language skills with minimal accent, both verbal and written.
- Ability to follow instructions and work independently.
- Strong attention to detail and organizational skills.

Location: Remote

How to Apply:
If you meet the qualifications and are excited about the opportunity to join our team, please send your resume and a brief cover letter outlining your relevant experience. Please mention any previous experience in appointment setting or outbound calling.

We look forward to hearing from you!