Appointment Setter (ZR_21225_JOB)

This is a remote position.

Work Schedule: Monday- Friday 10.30 am - 2.30 pm - Melbourne Time

Client Timezone: AEST (Australian Eastern Standard Time)

Client Overview

Join a well-established private funding specialist firm that’s been a trusted partner in the financial sector for nearly a decade. This company stands out by offering ethical and reliable services, working closely with developers, family lawyers, accountants, and mortgage brokers. With a focus on adding value rather than simply selling products, this firm is looking to expand its reach and connect with potential clients who need expert financial guidance.

Job Description

We’re seeking a dynamic Appointment Setter / Virtual Assistant to be the first point of contact for high-level professionals in various industries. In this role, you’ll have the exciting opportunity to set appointments, manage communication, and provide crucial support to a growing business. You’ll develop your skills in customer relations, social media management, and administrative support while working in the fast-paced world of private funding. This position offers significant growth potential and the chance to interact with a diverse range of clients in the financial sector, all while working remotely for an innovative company that values building strong client relationships.

Responsibilities

• Conduct outbound calls to set 18-20 high-quality appointments per week with potential clients, including lawyers, accountants, mortgage brokers, and developers. Plus Commissions based on performance
  
• Articulate the company’s unique value proposition and explain how our services can benefit various professionals in their respective fields
  
• Manage a dynamic scheduling system, handling any necessary rescheduling with professionalism and efficiency
  
• Serve as the virtual face of the company by managing social media accounts and responding promptly to online inquiries
  
• Provide comprehensive administrative and secretarial support, ensuring smooth day-to-day operations
  
• Act as a virtual secretary, managing multi-channel communications including email, phone, and WhatsApp
  
• Collaborate closely with the business owner to understand and effectively represent the company’s vision and services
  

Requirements

• Excellent verbal and written communication skills in English, with the ability to build rapport quickly over the phone
  
• Proven experience in appointment setting, customer service, or a related field
  
• Proficiency in using various communication tools, CRM systems, and social media platforms
  
• Strong time management skills with the ability to work independently and prioritize tasks effectively
  
• Professional demeanor and customer-service oriented attitude
  
• Basic understanding of the financial or mortgage industry (preferred but not required)
  
• Ability to maintain confidentiality when dealing with sensitive information
  
• Adaptability to changing priorities and capability to manage multiple tasks efficiently
  
• Comfortable working in a remote environment with a flexible schedule
  
• Enthusiasm for learning about private funding and financial services to better assist potential clients
  

Benefits

Independent Contractor Perks

• Permanent work-from-home

• Immediate hiring

• Steady freelance job

​
ZR_21225_JOB