Appointment Setter - job 1 of 3

Job Summary

A company is looking for an Appointment Setter/SDR.

Key Responsibilities

• Prospect and nurture new clients through outbound calling
• Qualify leads and set appointments with advisors
• Update CRM with sales call notes and manage the sales pipeline

Required Qualifications

• Entrepreneurial mindset with ownership of personal growth
• Coachable and able to implement feedback effectively
• Strong ability to assess prospects' needs and present recommendations
• Willingness to work hard and learn quickly to achieve top performance
• Access to a computer with a webcam, microphone, and reliable internet