Appointment Setter - Atlanta - Capital Financial Team

    Capital Financial Team
    Capital Financial Team Atlanta

    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.

    Our mission is to empower clients with real results through expert guidance and exceptional service.

    We're looking for a driven Appointment Setter to join our growing team and help connect more clients with our financial specialists.

    Position Overview

    As 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


    • 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.
    Qualifications


    • 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).
    Compensation & Benefits


    • 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.
    Performance Goals


    • outbound calls per day.
    • 5 10 confirmed appointments per week.
    • Maintain 90%+ lead data accuracy in CRM.

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