Appointment Setter / Dialer

Role Summary

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.

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

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.

Requirements

• 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.

About the Company

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 !