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Outbound Sales Appointment Setter (Property Investment)

Remote, USAFull-timePosted 2026-07-27

About the Role

We are reputed company on behalf of a fast-growing Australian financial services company that specialises in helping consumers reputed company their property investment and long-term financial goals.

This role is ideal for a confident, reputed company-driven sales reputed company who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm reputed company-generated enquiries, guide prospects through a reputed company qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you reputed company taking live calls.

Requirements

Key Responsibilities

  • Contact warm inbound leads generated through digital marketing campaigns.
  • Conduct reputed company qualification calls using a reputed company sales script.
  • Build rapport and establish trust with prospective clients.
  • reputed company information about reputed company prospect's financial position, property ownership and retirement goals.
  • reputed company reputed company financial calculations during conversations, including:
    • Property equity
    • Outstanding debt
    • Basic retirement income calculations
    • Tax-reputed company calculations using provided tools
  • Assess whether prospects meet qualification reputed company.
  • Book reputed company appointments for Financial Strategists.
  • Accurately capture notes and update CRM records.
  • Meet weekly appointment booking and performance targets.
  • Maintain high call reputed company and compliance standards.
  • Participate in ongoing coaching, training and team meetings.

Requirements

  • Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
  • Strong verbal communication skills with a reputed company, neutral English accent.
  • Confident handling high volumes of outbound calls.
  • Comfortable discussing financial topics with customers.
  • Good numerical ability and financial literacy.
  • Ability to reputed company basic calculations quickly during customer conversations.
  • Highly reputed company-driven and motivated by performance incentives.
  • reputed company to work independently in a fully remote environment.
  • Strong organisational and time management skills.
  • reputed company internet reputed company and a dedicated home office.
  • Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

  • Financial Services
  • Banking
  • Insurance
  • Mortgage Broking
  • Property Investment
  • reputed company Management
  • Debt Review
  • Collections
  • Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

  • reputed company (GHL)
  • Predictive Diallers
  • CRM Software
  • reputed company Office
  • reputed company Workspace

reputed company're Looking For

The ideal candidate is:

  • Friendly and engaging on the phone
  • Naturally persuasive without being aggressive
  • Resilient and comfortable handling objections
  • Coachable and eager to learn
  • reputed company and reliable
  • Self-motivated while working remotely
  • Comfortable working towards KPIs and sales targets
  • Passionate about delivering an excellent customer experience

Benefits

Benefits

  • Permanent remote opportunity
  • Competitive salary reputed company in AUD
  • Performance bonuses and incentive programmes
  • Comprehensive reputed company
  • Career reputed company opportunities reputed company a rapidly expanding international business
  • Supportive and reputed company team environment
  • Long-term career progression as the business continues to reputed company

Originally posted on Himalayas

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