AppointmentSetter

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.   Our client is a growing organization focused on serving high-net-worth and accredited investor clients. They generate warm leads primarily through Facebook ads and prioritize delivering a professional, high-comfort experience throughout the sales and onboarding process. With structured systems and defined processes in place, they are expanding their team to ensure prospects are properly qualified, scheduled, and supported from first contact through onboarding.   LOCATION Fully Remote | 9:00 AM – 5:00 PM PST   ROLE OVERVIEW The Appointment Setter will contact warm leads, qualify prospects, schedule appointments for senior sales representatives, and assist with client onboarding when needed. This role requires strong communication skills, confidence on Zoom, and the ability to work professionally with pre-qualified warm leads while maintaining accurate CRM documentation and high daily call volume.   KEY RESPONSIBILITIES LEAD CONTACT & QUALIFICATION - Contact warm leads generated primarily through Facebook ads - Make 50–150 dials per day - Conduct 5–15 minute qualification calls - Ask scripted qualification questions and address high-level inquiries APPOINTMENT SCHEDULING & CRM MANAGEMENT - Schedule appointments for senior sales representatives - Manage leads and scheduling inside Go High Level (CRM) - Accurately document call outcomes and next steps CLIENT ONBOARDING SUPPORT - Assist new clients through onboarding in Tribexa - Guide clients through documentation and account setup - Conduct Zoom calls to walk clients through deal documents and system access - Support clients who may require additional time and clarity CLIENT EXPERIENCE - Provide a high-comfort experience for high-net-worth individuals - Maintain a confident and profess