Financial Services Video Appointment Setting

I need help filling my calendar with qualified video-call consultations for my personal financial advisory practice in Dubai. Your primary responsibility will be to reach out to individual prospects, briefly explain the value of our service, confirm their interest, and lock in a mutually convenient time for a virtual meeting (TEAMS, Zoom, Google Meet, or similar).

Scope of work

• Contact individual leads I provide—or, if you have your own compliant outreach lists, we can discuss using those.
• Give a concise overview of our service and confirm they are interested in a second opiniosand financial guidance.
• Secure a firm video-call slot in my calendar, ensuring the prospect understands it is a no-obligation consultation.
• Send a calendar invite with the meeting link and a short agenda I will supply.

Success looks like a steady stream of attended video calls each week, with prospects who genuinely want to discuss their finances. If you have experience in appointment setting, outbound calling, or virtual scheduling tools, I’d love to hear how you’ll approach this and the volume you can realistically achieve.