Financial Services Appointment Setter

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Sales & Lead Nurturing Experience: 2.5-5 years of experience in appointment setting, lead nurturing, or inside sales, preferably in financial services, debt management, or high-ticket consulting. Strong Communication Skills: Excellent verbal and written communication skills with the ability to engage, persuade, and build relationships with leads and clients. Customer-Centric Approach: Experience handling customer inquiries with patience, professionalism, and a solutions-oriented mindset. CRM & Tech Proficiency: Familiarity with CRM platforms (e.g., HubSpot, Zoho, or similar), email automation, and lead tracking tools to manage follow-ups efficiently. Organized & Detail-Oriented: Ability to multitask, prioritize leads, and maintain accurate documentation to ensure seamless client interactions. Self-Motivated & Growth-Oriented: Willingness to adapt, take initiative, and grow within the company, with potential for a full-time role in sales or client success.

Core responsibilities:

Lead Engagement & Follow-Up: Respond to inbound leads via phone, email, and chat, ensuring prompt and professional communication to nurture potential clients through the sales process. Discovery Call Scheduling: Qualify prospects and schedule them for discovery calls with the appropriate team members, ensuring they are informed and prepared for their consultation. Lead Nurturing & Relationship Building: Maintain consistent follow-ups with warm leads, providing relevant information, answering inquiries, and guiding them toward making informed decisions. Customer Support & Inquiry Management: Address client questions regarding debt management, credit repair, funding, and other financial services, ensuring a high level of client satisfaction. Administrative & Paperwork Management: Assist with updating CRM records, processing documentation, and maintaining organized client files to streamline the onboarding process. Growth-Oriented Mindset: Demonstrate a willingness to take on additional responsibilities and grow into a full-time role with increased opportunities in sales and client relations.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!