Offer summary

Qualifications:

Prior experience in service, telemarketing, or appointment setting roles is required., Strong communication and interpersonal skills are essential., Excellent organizational and time management skills are necessary., Familiarity with CRM systems, particularly ActiveCampaign, is a plus..

Key responsibilities:

Proactively contact leads in the CRM to schedule appointments for potential clients.

Conduct initial conversations to assess clients' financial situations and interest in services.

Manage and update client information in the CRM accurately.

Collaborate with the sales team to communicate appointment details and client needs.

Job description

This is a remote position.

Are you a motivated communicator with a knack for building rapport and a passion for helping businesses thrive? We're on the hunt for proactive, driven individuals to join our growing team as Appointment Setters. If you're looking for a role where your voice and skills can truly make an impact, this is your chance!

Job Highlights:

Contract type: Independent Contractor
Schedule: 8AM to 5PM Sydney Time with 1 hour unpaid break

Responsibilities:

Proactively contact leads in the CRM, with a focus on those identified for callbacks and potential future funding needs
Effectively schedule appointments for potential clients with our sales team, ensuring a seamless transition from initial contact to sales consultation
Conduct initial conversations to gauge the client's current financial situation and interest in our services
Manage and update client information in the CRM accurately, ensuring data is ready for the transition to the new LMS
Work closely with the sales team to communicate appointment details and client needs
Strive to meet or exceed set targets in terms of the number and quality of appointments scheduled
Regularly provide insights and feedback from client interactions to the Sales Manager

Requirements

Prior experience in a service, telemarketing, or appointment setting role
Familiarity with CRM system knowledge of ActiveCampaign is a plus, but not required
Willingness and ability to learn new CRM software
Strong communication and interpersonal skills
Excellent organizational and time management skills
Self-motivated and goal-oriented
An understanding of financial products and services is beneficial—particularly B2B loans

Benefits

Independent Contractor Perks:

Coverage for eligible locations
Permanent Work from Home
Immediate Hiring
Steady Freelance Job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_24403_JOB

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