Mortgage Leads Appointment Setter

I have a steady stream of warm mortgage-protection leads who have already shown interest online. Your job is to pick up the phone, give each prospect a concise overview, and secure a time for them to speak with our licensed specialist.

Because the entire conversation is only the first step in our sales cycle, what matters most is crystal-clear, friendly communication. If you can speak confidently, handle questions with ease, and keep the call focused on locking in that follow-up meeting, you’ll fit right in. Previous mortgage-protection experience or razor-sharp sales instincts are certainly helpful, but they’re secondary to a polished, people-centered phone manner.

Objections will pop up—hesitation about cost, timing, or simply being busy. I expect you to address those concerns head-on, offer relevant reassurance, and guide the prospect toward the calendar rather than abandoning the call.

You’ll receive:
• A contact list with full lead details
• A simple call script and booking link for the specialist’s calendar
• Ongoing feedback so your pitch keeps getting tighter

Deliverable: a daily report showing calls made and confirmed appointment slots booked.

If you thrive on real-time conversations and know how to nudge curious shoppers into scheduled calls, let’s get started.