Sales and Appointment Booking Specialist

Blueprint Financial, a fast-growing Canadian financial planning firm, is seeking a motivated and detail-oriented Sales and Appointment Booking Specialist to join our team.

Your main role will be managing inbound leads, engaging with potential clients via email only, and booking consultations with our financial advisors. This is a fully remote, flexible role — and importantly, no cold calling required.

Be part of our rapidly growing YouTube channel (14,000+ subscribers): ----------
Learn more about us on our website: ----------

Key Responsibilities:
- Respond to inbound inquiries professionally and promptly via email
- Qualify leads and gather essential client details
- Schedule and confirm appointments for our advisors
- Maintain accurate records of outreach and follow-ups

Work Hours:
- Minimum of 5 hours per week guaranteed
- Hours as needed, with flexibility
- Primarily inbound leads to start
- Potential to expand to outbound leads (email or LinkedIn only — no cold calling)

What We’re Looking For:
- Excellent written communication and customer service skills
- Experience in sales, appointment setting, or client support
- Strong organizational skills and ability to work independently
- Comfort using ChatGPT or similar tools is a must
- Familiarity with CRM tools is a plus, but not required

Why Join Us:
- Work with a fast-growing, innovative financial firm
- Be part of a YouTube channel with national reach
- Flexible remote role with performance-based incentives
- Bonus opportunities available after the trial period, based on booked appointments

To apply, you must fill out this short Google form, it will only take 2 minutes of your time: ----------
Please note: I will not consider your application if you do not complete the form.