Job Description

We’re looking for motivated individuals to join our team as Sales Appointment Setters. You’ll work closely with a financial advisor to help connect with clients, schedule meetings, and keep the advisor’s calendar running smoothly.

Whether you’re looking to build communication skills or gain exposure to the financial industry, this role offers hands-on experience in client engagement and time management.

What You’ll Do
Contact existing and potential clients via phone or messaging platforms.
Schedule appointments and coordinate times with your assigned advisor.
Update CRM records and ensure follow-ups are completed.
Liaise with your mentor or manager on daily progress and client updates.
Assist in maintaining good client relationships through clear communication.

What We’re Looking For:
Students or fresh grads who are confident communicators.
Comfortable making calls and speaking with people from all walks of life.
Organized, punctual, and attentive to details.

What You’ll Get:
Flexible working arrangement (remote or in-office, depending on discussion).
Real-world experience in client communication and sales coordination.
Mentorship and exposure to the financial advisory environment.
Opportunity for future full-time roles for outstanding performers.

Next Steps
Send your resume and a brief explanation of your interest in this role, or DM for more details. Interview will cover further information about duties and remuneration.