Finance Consultations Appointment Setter

I need a mid-level business development rep who is genuinely comfortable on the phone with small business prospects. The single objective is to convert cold and warm leads into booked consultations for our tax credit advisory team. You’ll bring solid sales experience, a clear, confident voice, and the persistence required to navigate gatekeepers and objections without sounding scripted.

Your day will revolve around calling pre-qualified lists, qualifying interest, briefly introducing our value proposition, and securing a definite date and time on our shared calendar. After each call you’ll log concise notes in the CRM so our consultants have everything they need before the meeting.

Deliverables for every week of engagement:
• A running call log with status notes for each lead
• A calendar of confirmed consultation appointments, verified with the prospect
• End-of-week summary of wins, roadblocks, and suggested improvements

Success is measured purely by the number and quality of secured consultations, so a track record in outbound and calling in B2B environments is essential. If you thrive in phone-first outreach and understand how to open doors in the small business world, let’s get started.