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Appointment Setter / Dialer (Remote)

Role overview

Qualifications

  • Excellent English fluent professional communication
  • Strong phone etiquette
  • No prior sales experience required
  • Knowledge of Financial Markets is a plus

Responsibilities

  • Communicate the value proposition to investors to arrange meetings
  • Build sales skills while understanding the financial services industry
  • Drive firm growth and better clients' financial well-being
  • Develop abilities for future opportunities in full cycle sales

Key facts

Other skills

  • Sales Acumen
  • Goal Setting
  • Relationship Building

About the company

STAFFVIRTUAL logo

STAFFVIRTUAL

Outsourcing & Offshoring

STAFFVIRTUAL is an American business process outsourcing (BPO) company with offices in the Philippines specializing in customer support, back office, and IT outsourcing. We also provide professional employer organization (PEO) or Employer of Record (EOR) solutions. STAFFVIRTUAL makes it easy for your business to outsource to the Philippines.

Company details

Company typeSME
IndustryOutsourcing & Offshoring
Company size501 - 1000

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Job description

Job Title: Appointment Setter / Dialer


About the Client: Our client is a financial education and market analysis company that helps traders and investors improve their performance through expert insights, practical education, and proven trading strategies.


Overview: We're looking for a confident and motivated Appointment Setter / Dialer to connect with warm leads, introduce the company's services, and schedule qualified meetings for the sales team. This is a great opportunity to build your sales skills while gaining exposure to the financial services and trading industry.


Responsibilities:

  • You will communicate the value proposition to investors to arrange meetings. Our marketing team will provide you with WARM leads.

  • You will build sales skills while deepening your understanding of the financial services industry.

  • You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients' financial well-being.

  • You will be rewarded through competing in a meritocracy and vibrant atmosphere with like-minded peers.

  • You will develop abilities to succeed at future opportunities in full cycle sales within the firm.

Qualifications:

  • Must have excellent English fluent professional communication with strong phone etiquette.

  • No prior sales experience or industry knowledge required. Knowledge of Financial Markets is a plus.

  • Successful Account Executives demonstrate the following:

  • You've set and accomplished goals in the past, personal or professional.

  • A desire to be the first impression and advocate of our brand.

  • An activist to promote our unique way of looking at the finance industry.

  • Educate potential clients on the benefits of our unique approach.

  • A commitment to achieving results while instilling trust.

  • You're excited for an experience selling.


Schedule: Night Shift / US

Setup: Remote / WFH


Why Join STAFFVIRTUAL?

  • Competitive compensation and benefits package
    • HMO Day 1 + FREE dependent coverage

    • Allowances

    • Attendance bonus

    • Paid time offs

  • Company-provided work setup (laptop, monitor, accessories)

  • Training, career growth, and global exposure

  • A collaborative and supportive team culture


If you're a motivated, client-focused professional who's ready to grow with a company that values people and performance, we'd love to hear from you. Apply now and join our dynamic team at STAFFVIRTUAL!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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