- Make outbound calls, texts, and emails to leads from our CRM or marketing campaigns.
- Clearly communicate the value of our services such as credit repair, tax strategy, and business funding.
- Qualify prospects based on company guidelines before booking appointments.
- Schedule appointments for financial specialists using our online calendar system.
- Maintain accurate records of all interactions and scheduled meetings.
- Follow up with leads who've shown interest but haven't yet scheduled.
- Meet or exceed weekly call and appointment goals.
- Collaborate with the sales and marketing teams to improve lead conversion.
- 1+ year of experience in appointment setting, telemarketing, or customer outreach (financial or tax industry preferred).
- Excellent communication and active listening skills.
- Comfortable handling outbound and inbound calls in a professional tone.
- Familiar with CRM systems (GoHighLevel, HubSpot, or similar).
- Strong organizational and follow-up abilities.
- Motivated, goal-oriented, and results-driven.
- High school diploma or equivalent (Associate's or Bachelor's degree is a plus).
- Hourly pay plus bonuses or commissions for qualified appointments booked.
- Flexible work schedule remote or hybrid options available.
- Growth opportunities within Capital Financial Team.
- Supportive training and mentorship to help you succeed.
- Recognition and performance-based incentives.
- outbound calls per day.
- 5 10 confirmed appointments per week.
- Maintain 90%+ lead data accuracy in CRM.
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Appointment Setter - Atlanta - Capital Financial Team

1 week ago
Description
Job Title:
Appointment Setter
Company:
Capital Financial Team
Location:
Remote / Hybrid
Employment Type:
Full-time or Part-time
Department:
Sales & Client Relations
Reports To:
Sales Manager / Operations Director
About Capital Financial Team
Capital Financial Team helps individuals and businesses make smarter financial decisions through tax services, credit improvement, and financial planning solutions.
We're looking for a driven Appointment Setter to join our growing team and help connect more clients with our financial specialists.
Position OverviewAs an Appointment Setter for Capital Financial Team, you'll be the first point of contact for potential clients.
Your main goal will be to reach out to qualified leads, introduce them to our financial services, and schedule appointments for our consultants or advisors.
You'll play a critical role in helping the company grow and in ensuring that every client gets a professional and timely experience.
Key Responsibilities-
Remote Appointment Setter
Only for registered members Georgia, United States
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Outbound Appointment Setter
Only for registered members Georgia, Georgia, United States
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Appointment Setter
Only for registered members Woodstock
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Appointment Setter
Only for registered members Woodstock, Georgia, United States
-
Appointment Setter
Only for registered members Woodstock
-
Appointment Setter
Only for registered members Woodstock, GA
-
Appointment Setter
Only for registered members Norcross, GA
-
Remote Appointment Setter – Travel Services
Only for registered members Atlanta, GA
-
Remote Appointment Setter – Travel Services
Full time Only for registered members Atlanta
-
Remote Appointment Setter – Travel Services
Only for registered members Atlanta
-
Telemarketer
Only for registered members Atlanta, GA
-
Appointment Setter for Seminars
Only for registered members Kennesaw, GA
-
Appointment Setter for Seminars
Only for registered members Kennesaw
-
Service Appointment Setter
Only for registered members Duluth, GA
-
Service Appointment Setter
Only for registered members Duluth, GA
-
Service Appointment Setter
Only for registered members Duluth
-
Field Appointment Setter 50K-75K
Only for registered members Marietta, GA
-
Door to Door Appointment Setter 50K-75K
Only for registered members Kennesaw, GA
-
Appointment Scheduler
Only for registered members Atlanta, GA
-
Appointment Scheduler
Only for registered members Atlanta