Appointment Setter Perfect English

About the Position
- Remote Work: This is a full-time remote position.
- Working Hours: Expected to work 9 am to 5 pm PST or CST time zones. Must be available and ready to collaborate during these hours.
- Salary Compensation: $600 - $800 per month

About Us
Our company specializes in connecting investment managers with accredited investors through social media advertising. We help our clients build authentic relationships with potential investors.

Position Overview
We are seeking a results-driven Appointment Setter to handle outreach, lead vetting, and scheduling qualified prospects with clients through clear communication and consistent follow-up.


Required Qualifications
- Near-perfect or native English speaking and writing skills with excellent verbal clarity.
- 2+ years of experience in a similar role, particularly in appointment setting, cold outreach, or lead vetting.
- Proven ability to build and optimize systems for outreach and vetting operations.
- Experience representing high-profile clients or investment offerings to discerning audiences.
- Proficiency with CRMs like GoHighLevel to manage leads and pipeline.
- Familiarity with the finance or investment industry, specifically working with accredited investors, high-net-worth individuals, investment bankers, family office representatives, or similar.
- Confident, persuasive, and empathetic communicator who can build rapport and navigate conversations effortlessly.
- Proven ability to hit targets for outreach, appointments, and lead conversion.
- Proactive mindset with the ability to work independently and improve processes continuously.

Nice-to-Have Qualifications
- Understanding of private equity, investments, or venture capital terminology.
- Background in financial advisory, wealth management, or investment fund marketing.

Key Responsibilities
1. Outreach & Appointment Setting
- Execute outreach and follow-up strategies via calling, email, SMS, and LinkedIn to qualify investor leads.
Introduce qualified leads to investor relations teams by engaging them professionally, vetting interest, and scheduling meetings with investor relations teams.
- Follow established scripts and frameworks to ensure a seamless client experience while maintaining flexibility to adapt messaging.
- Continuously contribute to enhancing systems for outreach, lead qualification, and follow-up to improve efficiency.

2. CRM & Pipeline Management
- Manage and update leads in the CRM, ensuring accurate records, timely follow-ups, and seamless handover of appointments to clients.
- Leave detailed notes on each interaction that investor relations can apply to their conversation with potential investors.
- Be able to manage a multitude of client pipelines with a high-degree of accuracy and zero rate of errors.
- Analyze lead sources and outreach performance to recommend improvements.

3. High-Profile Representation
- Represent clients in a world-class fashion and their investment offerings with professionalism, discretion, and precision.
- Confidently communicate with HNWIs, ultra-HNWIs, and representatives from family offices.


How to Apply
Submit a Vocaroo link demonstrating your natural speaking ability or a short Loom video explaining why you’re the perfect fit for this role to highlight any relevant experience in appointment setting and lead vetting.

Thank you for your interest and we look forward to meeting you.