Appointment Setter

Job Summary

A company is looking for an Appointment Setter/SDR.

Key Responsibilities

• Prospecting and making outbound calls to potential clients
• Qualifying leads and setting appointments with advisors
• Updating CRM with notes and managing the sales pipeline

Required Qualifications

• Entrepreneurial mindset with ownership of personal growth
• Coachable and able to implement feedback positively
• Ability to assess prospects and provide tailored recommendations
• Strong work ethic and willingness to learn quickly
• Access to a computer with a webcam, microphone, and reliable internet