Sales Appointment Setting VA
Tavor Perry Caloocan Part-time
Job Summary:
We're looking for a confident, results-driven Appointment Setter & Lead Generation Specialist to support a growing mortgage business. In this role, you'll work through provided lead lists, cold call potential borrowers to identify refinance and loan opportunities, and book qualified appointments.
This is a great chance to play a key role in a growing business as a trusted first point of contact for new clients and partners. You'll have direct impact on results, room to take ownership of your work, and the chance to grow alongside the business.
We're looking for a confident, results-driven Appointment Setter & Lead Generation Specialist to support a growing mortgage business. In this role, you'll work through provided lead lists, cold call potential borrowers to identify refinance and loan opportunities, and book qualified appointments.
You'll also conduct outreach to real estate agents to help build a steady referral pipeline. The ideal candidate is a strong communicator who is comfortable on the phone, knows how to qualify prospects, and can speak confidently about mortgage products.
Key Responsibilities:
- Call potential borrowers from provided lead lists to identify opportunities for refinances, equity loans, cash-out options, and other mortgage products
- Qualify borrowers based on their needs and situation before booking appointments
- Set and schedule qualified appointments for the loan originator to close
- Conduct outreach to real estate agents to set up discovery conversations and build a referral pipeline
- Follow a provided compliance script accurately, including recording-consent disclosures
- Log all calls, outcomes, and appointments in the CRM (HubSpot)
- Track lead status and keep records organized and up to date
- Maintain professional, consistent communication with all contacts
Mandatory Skills:
- Proven experience with cold calling and appointment setting
- Hands-on experience using VOIP-based dialing systems
- Comfortable following a compliance script, including call recording consent disclosures
- Ability to qualify leads and book appointments effectively
- Experience working within a CRM to log calls and track activity (HubSpot a plus)
- Strong spoken and written English communication skills
- Dependable, detail-focused, and able to work independently
Preferred Skills:
- Prior experience cold calling in the mortgage or financial services industry
- Familiarity with refinance scenarios and mortgage product types
- Experience with HubSpot specifically
- Previous experience doing outreach to real estate agents or B2B referral partners
- Ability to manage two distinct outreach workflows daily
This is a great chance to play a key role in a growing business as a trusted first point of contact for new clients and partners. You'll have direct impact on results, room to take ownership of your work, and the chance to grow alongside the business.
If you're a confident communicator who thrives on the phone, we'd love to hear from you.
Tavor PerryMarikina, 14 km from Caloocan
Job Summary:
We're looking for a confident and personable Appointment Setter and Cold Caller to drive outreach for a fine jewelry brand that designs and wholesales to retail jewelry stores. The core of this role is calling an existing, curated list...
Makati, 12 km from Caloocan
accurate records of calls and appointments. Meet daily, weekly, and monthly performance targets.
Qualifications/Requirements
✔ Male or Female
✔ At least 6 months of experience in Sales, Telemarketing, Appointment Setting, or related fields
✔ Appointment...
BoogieteamManila, 6 km from Caloocan
experience in cold calling, telemarketing, appointment setting, or customer service is preferred.
• Comfortable making 160–250 outbound calls per day.
• Ability to consistently schedule at least 2–3 qualified appointments daily.
• Goal-oriented, self...