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Appointment Setter

Equitable Advisors
New York, NY Full Time
POSTED ON 4/28/2025
AVAILABLE BEFORE 5/23/2025

I am a financial advisor at Equitable Advisors , looking for a motivated Cold Caller / Appointment Setter to help me connect with potential clients and schedule appointments. If you have strong communication skills and enjoy talking to people, this could be a great fit!

Responsibilities :

  • Make outbound calls to prospective clients using a provided script.
  • Introduce our financial services and qualify leads.
  • Schedule appointments for financial consultations.
  • Maintain accurate call records and update CRM.

Requirements :

  • Previous experience in cold calling, sales, or telemarketing is a plus.
  • Prior financial knowledge is a plus but not required.
  • Excellent communication and persuasion skills.
  • Self-motivated, goal-oriented, and comfortable handling objections.
  • Availability to work [insert desired hours].

    • Compensation & Benefits :

  • 20 - $25 per hour , based on experience.
  • Training provided.
  • Opportunity to gain experience in the financial industry.

    • Salary : $20 - $25

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