2 days ago

Financial Services Appointment Setter

Jobgether

Netherlands

2 days ago

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Part-time, remote appointment setter role supporting a U.S.-focused financial planning practice. Requires cold-calling and power dialer experience, strong spoken English, and the ability to schedule qualified consultations via Calendly.

RemotePart-timeEntry LevelCold CallingAppointment Setting

Financial Services Appointment Setter

Apply

RemotePart-timeEntry LevelCold Calling

Salary

Not specified

Work Location

Netherlands, NL

Work Model

Remote, part-time, on-site status listed

Employment Type

Part-time

Experience Level

Not Applicable

Core Qualifications

Technical (Must-have)

Cold CallingAppointment SettingPower Dialer SystemsCalendlyExcelGoogle SheetsObjection HandlingOutbound CallingZoom

Soft Skills

CommunicationPersistenceInterpersonal SkillsListeningReliabilityOrganisationPerformance-DrivenAdaptability

Preferred Qualifications

Technical (Nice-to-have)

2X SystemsFinancial ServicesInsuranceMortgageBanking

Key Responsibilities

•Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.
•Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.
•Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.
•Generate interest and identify prospects who are appropriate for a consultation with a financial professional.
•Handle basic objections confidently, professionally, and without being overly aggressive.
•Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.
•Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.
•Maintain consistent calling activity throughout assigned two-hour calling blocks.
•Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.

Appointment SetterFinancial ServicesCold CallingPart-timeRemoteOutbound CallsCalendlyPower DialerContractorU.S. Consumers

Key Responsibilities

•Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.

•Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.

•Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.

•Generate interest and identify prospects who are appropriate for a consultation with a financial professional.

•Handle basic objections confidently, professionally, and without being overly aggressive.

•Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.

•Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.

•Maintain consistent calling activity throughout assigned two-hour calling blocks.

•Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.