Financial Appointment Setting Specialist

I need support making proactive, professional calls to my existing book of high-net-worth clients so every one of them gets their required annual review on the calendar. You will log in to RingCentral (my seat and caller ID are ready for you), work from a provided client list, follow a clear script, and drop the confirmed time directly into my live calendar.

Because these conversations involve portfolio-level discussions, a solid background in financial services and proven, high-conversion appointment-setting skills are essential. Perfect, accent-neutral English is non-negotiable; the clients must feel they are speaking with my own office. Experience with wealthy clientele is a plus, but not mandatory if your appointment ratios speak for themselves.

Key deliverables
• Call every assigned household within the agreed window
• Book the annual review in my calendar with all contact details and any notes captured in the CRM field I’ll show you
• Provide a brief end-of-day summary so we can track progress and fine-tune the outreach

If you can step in confidently, keep conversations warm yet concise, and keep my calendar full, let’s talk.