The posting
Overview We’re seeking a proactive Sales & Appointment Setter to drive our advisory pipeline. You’ll make the first contact via calls, WhatsApp, and messaging, then convert leads into face-to-face consultations that keep our advisory calendar full and productive.
Responsibilities
- Initiate contact with inbound and outbound leads (calls, WhatsApp, social channels)
- Qualify prospects and secure confirmed bookings for in-person consultations
- Manage advisor calendars, reschedule as needed, and minimize no-shows
- Track leads and follow-ups in CRM with accuracy
- Handle objections confidently and close conversations with professionalism
What We’re Looking For
- Strong communication and persuasion skills, both over the phone and in person
- Organized, detail-oriented, and target-driven
- Comfortable with high-volume outreach and face-to-face sales interactions
- Experience in sales, telemarketing, or appointment setting (preferred)
- Familiarity with CRM and scheduling tools (bonus)
Performance Metrics
- Number of qualified appointments booked
- Show-up rate for consultations
- Conversion rate from lead → booked appointment
- Speed and consistency of follow-ups
Why Join Us This role directly drives revenue and client growth. You’ll thrive in a fast-paced, performance-focused environment with clear scripts, coaching, and leads provided.



