Full-Time Appointment Setter / Sales Development Representative (SDR)

We are a U.S.-based financial consulting firm that helps high-income professionals and small business owners reduce their tax bills legally through our financial packages including Tax preparation, Tax Planning, Bookkeeping, and Accounting.

We’re building a long-term team and looking for growth-minded people who want to stay and grow with our company, not just temporary workers.

Responsibilities:

Call and text new leads within 5 minutes of receiving them.

Follow up with no-shows, warm, cooling, and cold leads to rebook appointments.

Use our CRM (Go High Level – training provided) to log calls, update notes, and tag leads.

Follow scripts naturally (not robotic).

Handle objections politely and keep the focus on booking calls.

Work a split shift:

Morning coverage: 9am–12pm EST

Evening coverage: 5pm–9pm EST (including some weekends)

Total: ~40 hrs/week.

Note: Our founder will personally cover the midday (12–5pm EST) gap until we expand the team further.

Requirements

Excellent spoken English (neutral accent, professional tone).

Prior sales, telemarketing, or appointment setting experience preferred.

Comfortable making 50+ dials/day and following a set cadence.

CRM familiarity a plus (HubSpot, Salesforce, Go High Level, or similar).

Quiet home office + stable internet (10 Mbps+).

Compensation:

Base Pay: $ ---------- /month (depending on experience).

Performance Bonuses: $5–$10 per qualified booked call (lead completes intake + attends).

Performance Review: Base pay may increase after 60–90 days based on performance.

Growth Path: Advancement into full-time and team lead roles as the company expands.

Success in This Role:

Contacting 70%+ of new leads within 5 minutes.

Booking at least 20 qualified calls per month that show.

Maintaining a 70%+ show rate.

Accurate CRM notes + professional, friendly phone manner.

Application Instructions

To apply, complete all steps below (applications missing these will not be considered):

Voice Sample: Record a 1–2 min audio introducing yourself and reading this script:

“Hi [Name], this is [Your Name] calling from Harvest AF. You recently requested info about saving money on your taxes. I just need 15 minutes of your time to see if Corey can help. I’ve got 12:30pm today or 5:40pm tomorrow — which works best?”

Scenario Test: Write your response to this:

A lead says, “I’m busy, can you just send me info?” — How would you respond?

CRM Demo: Record a Loom video showing how you’d enter a note in a CRM (or spreadsheet if you don’t have access).

Internet Speed Test: Send a screenshot from speedtest.net.

Subject line: “Full-Time SDR Rockstar – [Your Name]”
Include: Audio sample link, scenario response, video link, internet speed screenshot, resume.


*Applicants that do not follow the instructions above will not be considered.