Appointment Setter

✅Role Overview The Appointment Setter will contact warm leads, qualify prospects, schedule appointments for senior sales representatives, and assist with client onboarding when needed. This role requires strong communication skills, confidence on Zoom, and the ability to work professionally with pre-qualified warm leads while maintaining accurate CRM documentation and high daily call volume. 📩Key Responsibilities Lead Contact & Qualification Contact warm leads generated primarily through Facebook ads Make 50–150 dials per day Conduct 5–15 minute qualification calls Ask scripted qualification questions and address high-level inquiries Appointment Scheduling & CRM Management Schedule appointments for senior sales representatives Manage leads and scheduling inside Go High Level (CRM) Accurately document call outcomes and next steps 🫵🏻Client Onboarding Support Assist new clients through onboarding in Tribexa Guide clients through documentation and account setup Conduct Zoom calls to walk clients through deal documents and system access Support clients who may require additional time and clarity 🧑🏻‍💻Client Experience Provide a high-comfort experience for high-net-worth individuals Maintain a confident and professional presence on Zoom. Deliver a high-comfort experience for pre-qualified warm leads.

📊Qualifications Experience -2+ years of appointment-setting experience. -Strong experience handling warm outbound calls. -Experience working with high-value or financial clients is a plus. -Knowledge of the real estate investment industry, investor relations, or closely related fields -Experience with high-value or financial clients is a plus -Experience with GoHighLevel (GHL) strongly preferred. -Experience using Zoom for client-facing onboarding