SALES/APPOINTMENT SETTER

Job Title.
Sales Appointment SetterThe Sales Appointment Setter will follow up on leads from our marketing campaigns (TV, Radio, Email) to schedule appointments for our advisory team.
Responsibilities include contacting current and potential clients, increasing event participation, calling leads, qualifying them, and setting appointments.
Success in this role requires a good understanding of the sales process and excellent interpersonal skills.
ur mission is to help clients achieve their financial goals through investment and wealth preservation strategies.
Our dedicated team works together to reach our collective goals and vision.
bjectives.
chedule meetings with clients and prospects.
anage a pipeline of prospects using our CRM, reviewing leads daily.
rovide accurate information about our business model.
sk qualifying questions to gather essential client information.
ocument conversations in HubSpot clearly for reference by fellow Sales Agents.
se role-play opportunities to build confidence in the sales process.
ompetencies.
trong ability to handle common objections.
nderstand and follow sales scripts.
eet or exceed sales quotas.
ccurately use HubSpot CRM and take detailed notes on clients.
e comfortable with consistent follow-up and creative outreach methods (e.
., video messages, gifts).
tay knowledgeable about our work and any changes.
ob Type.
Full-timeSalary.
Starting at $ per monthEducation.
igh School Diploma (Preferred)Work Location.
On-site#J--Ljbffr