Appointment Setter

Job Summary

A company is looking for an Appointment Setter/SDR.

Key Responsibilities

• Make outbound calls to prospects and qualify leads
• Set qualified appointments with advisors and nurture leads
• Update CRM with notes and manage personal sales pipeline

Required Qualifications

• Entrepreneurial mindset with ownership of growth and productivity
• Coachable and able to implement feedback positively
• Ability to assess prospects and present tailored recommendations
• Willingness to work hard and learn quickly
• Access to a computer with a webcam, microphone, and reliable internet