Inbound, Outbound- Appointment Setter

Warm Lead Sales Appointment Setter About The Investors Edge

The Investors Edge is a leading financial services company with a 20-year track record of success. We specialize in making real estate investing accessible and profitable for our clients across 45 states. Our innovative platform and strategies have earned us recognition as a Salt Lake Tribune Top Workplace and a place on the Inc 5000 list twice.

Our mission is to help individuals create financial freedom through strategic real estate investments. We pride ourselves on our ethical approach, removing the deceptive tactics often found in the marketplace and providing a straightforward path to building wealth through real estate.

The Opportunity: Warm Lead Sales Appointment Setter

We are seeking an experienced sales professional to join our team as a Warm Lead Sales Appointment Setter. In this role, you will be the crucial first point of contact for potential investors, setting the stage for their financial success and growth with The Investors Edge.

Key Responsibilities:

• Engage with 25 pre-qualified potential investors daily via phone and email
• Conduct 15 meaningful conversations to assess client needs and qualifications
• Utilize our proven qualification script to ensure high-quality lead conversion
• Schedule 15 appointments weekly with qualified prospects
• Maintain accurate and detailed records in our CRM system

Qualifications:

• Work stability- Can not have more than 2 Jobs in the last 5 years
• Can not be self employed in the last 6 months 
• Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
• High Volume Calls- . In current or most recent role talking to 30 different people every day
• Talk time- In current or most recent role talking to 5 hours of talk/ Available time  
• Performance- In current or most recent role performance metrics and KPI required 
• History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
• Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
• Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
•  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
• Demonstrated ability to be coachable take and implement feedback in timely manner
• Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone.

Compensation and Benefits:

• Competitive Base Salary: $50,000 annually
• Uncapped Commission Structure: Potential to earn well over $80,000 with Commission and Base
• Comprehensive Benefits Package:
  • Health Care stipend
  • Life, Vision, and Dental insurance
  • 100% coverage for Telemed & Tele-Mental health services
  • 401K with 4% company match
  • Flexible PTO policy

Performance Metrics:

• Lead Conversion Rate: 50% target
• Appointment Show Rate: 54% target
• Value Per Lead: $172 average
• Daily Phone Engagement: Minimum 5 hours

Why Join The Investors Edge:

• Opportunity for Unlimited Earning Potential: Our top performers consistently earn over $100,000 annually.
• Professional Growth: Continuous training and development opportunities.
• Innovative Work Environment: Be part of a company at the forefront of real estate investment technology.
• Meaningful Impact: Help clients achieve financial freedom through strategic investments.
• Work-Life Balance: Enjoy a flexible PTO policy and a supportive work environment.
• Quality Over Quantity: Focus on 25 high-quality leads daily, allowing for more meaningful interactions and higher conversion rates.

At The Investors Edge, we are committed to ethical business practices, innovation, and helping our clients succeed. We offer a dynamic work environment where your skills and dedication directly contribute to both your success and that of our clients.

If you are an experienced sales professional looking for a rewarding career with significant earning potential and the opportunity to make a real difference in people's financial lives, we encourage you to apply.

The Investors Edge is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

Associate

Salary : $50,000 - $100,000