Appointment Setter - Financial Services

placePhilippines scheduleFull-time calendar_month8/21/25

Core Requirements (non-negotiable)

Fluent, Neutral English

Must sound confident and clear on the phone (no heavy accent).
Able to mirror tone and pace of prospects naturally.

Proven Sales/Appointment Setting Background

1–2 years minimum in B2B or B2C outbound calling.
Demonstrated track record of hitting KPIs (calls/day, appointments/week).
Can talk about specific industries or quotas they’ve met.

Dependability & Admin Discipline

Responds quickly to messages, keeps CRM/calendar updated in real time.
Shows evidence of being reliable (references, tenure at past jobs).

Hunger, Persistence, Thick Skin

Comfortable with rejection (200 calls/day without breaking).
Resilient, doesn’t lose energy after a “no.”
Motivated by targets, not just clocking hours.

Additional

Familiarity with financial services, insurance, or expat markets.
Experience with WhatsApp, CRM systems, or Google Calendar integration.
History of working remotely with offshore teams.
Sales Representative/Manager
Appointment Setter
Admin Assistant
Sales Representative/Manager
Appointment Setter
Admin Assistant

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