Appointment Setter

Scale Army

Job Overview

Location

Egypt

Job Type

Contract

Full Job Description

📋 Description

• Embark on a pivotal role as an Appointment Setter, serving as the crucial first point of contact for a dynamic and expanding organization dedicated to high-net-worth and accredited investor clients.
• Your primary mission will be to engage with warm leads, meticulously generated through sophisticated Facebook advertising campaigns, and transform them into qualified prospects ready for engagement with our senior sales representatives.
• This position demands a highly professional and polished demeanor, ensuring every interaction, from initial contact to the scheduling of appointments, delivers a comfortable and confidence-inspiring experience for our discerning clientele.
• You will be instrumental in maintaining the integrity and efficiency of our sales pipeline by leveraging structured systems and defined processes, ensuring no opportunity is missed and every client feels valued and understood.
• A significant aspect of your role involves conducting qualification calls, where you will expertly navigate through a set of scripted questions designed to identify genuine interest and suitability, while also being adept at addressing high-level inquiries with clarity and precision.
• Your ability to articulate information in fluent, professional English is paramount, reflecting the premium nature of the services our client provides.
• A core responsibility is the meticulous scheduling of appointments for our senior sales team, ensuring seamless transitions and optimal use of their valuable time.
• You will become proficient in managing leads and appointments within Go High Level, a key CRM system, requiring accurate and timely documentation of all interactions, outcomes, and agreed-upon next steps.
• Beyond lead qualification and appointment setting, you will also provide essential support during the client onboarding process, guiding new clients through the necessary steps within the Tribexa platform.
• This support may involve conducting Zoom calls to walk clients through important deal documents and system access, offering a hands-on approach to ensure a smooth integration.
• A key differentiator of this role is the emphasis on client experience; you must maintain a confident and professional presence, particularly during virtual interactions on Zoom, fostering a high-comfort environment for high-net-worth individuals.
• You will be expected to make a substantial volume of calls daily, typically ranging from 50 to 150 dials, and conduct 5 to 15-minute qualification calls, demonstrating efficiency and a results-oriented approach.
• The role requires a keen attention to detail, ensuring that all CRM documentation is accurate and up-to-date, providing a clear and comprehensive record of client engagement.
• You will be a vital link in the sales funnel, ensuring that prospects are not only qualified but also seamlessly handed over to the sales team, and subsequently supported through their initial onboarding journey.
• This is an opportunity to work in a structured, performance-driven environment where your contributions directly impact the growth and success of a company serving a sophisticated client base.
• You will gain valuable experience in high-value client communication, advanced CRM management, and the intricacies of the sales and onboarding processes for financial services targeting affluent individuals.
• The position offers full-time stability with clear expectations and performance metrics, allowing you to develop expertise in a specialized and rewarding field.
• Your ability to follow scripts while maintaining a natural, professional, and engaging tone will be key to building rapport and trust with potential clients.
• This role is ideal for a proactive, organized, and communicative individual who thrives in a remote work setting and is eager to contribute to a high-growth organization.
• You will be part of a team that values professionalism, efficiency, and a commitment to delivering an exceptional client experience at every touchpoint.
• The opportunity to work with a growing organization focused on serving high-net-worth and accredited investor clients presents a unique chance to enhance your professional profile and contribute to significant business development.
• Your role is foundational to the client journey, ensuring that the initial stages are handled with the utmost care, professionalism, and efficiency, setting the stage for long-term client relationships.
• This position is fully remote, offering flexibility, but requires strict adherence to U.S. business hours (9:00 AM – 5:00 PM PST) to align with client time zones, underscoring the global nature of the business and the need for cross-time zone collaboration.
• You will be expected to master the nuances of communicating with a sophisticated audience, understanding their needs and expectations, and responding with appropriate professionalism and expertise.
• The structured nature of the client's operations means you will be working within established frameworks, allowing you to focus on execution and performance, with clear guidelines for success.
• Your contribution will directly influence the sales team's effectiveness by providing them with well-qualified leads and scheduled appointments, thereby accelerating the sales cycle and driving revenue growth.
• This role is more than just setting appointments; it's about building relationships, representing a premium brand, and ensuring a seamless transition for clients from prospect to valued customer.
• You will be empowered to manage your daily tasks efficiently, balancing high-volume calling with the detailed requirements of CRM management and client support.
• The opportunity to assist with client onboarding further broadens your impact, allowing you to directly contribute to client satisfaction and retention from the outset.
• This position is a fantastic stepping stone for individuals looking to build a career in sales support, client relations, or the financial services industry, offering hands-on experience with valuable tools and high-caliber clients.
• Your ability to adapt to different client needs and provide tailored support, especially for elderly clients who may require additional guidance, showcases the empathetic and client-centric approach expected.
• Ultimately, you will be a key player in ensuring the continued growth and success of our client by effectively managing the top of the sales funnel and providing exceptional support throughout the initial client journey.

🎯 Requirements

• Minimum of 2 years of proven experience in an appointment setting or similar sales support role, with a strong emphasis on outbound calling.
• Demonstrated experience in handling warm outbound calls and qualifying leads effectively.
• Fluency or near-native proficiency in English, with exceptional verbal articulation and a professional, polished communication style.
• Proficiency or strong willingness to quickly learn and master CRM systems, particularly Go High Level, for lead management and scheduling.
• Professional demeanor and the ability to present confidently and comfortably on Zoom calls, interacting with high-net-worth individuals.

🏖️ Benefits

• Fully Remote Work Environment: Enjoy the flexibility and convenience of working from home.
• Opportunity to Work with High-Net-Worth Clients: Gain experience interacting with a sophisticated and affluent clientele.
• Structured Systems and Processes: Benefit from clear guidelines and established workflows for efficient operation.
• Full-Time Stability: Secure a stable, full-time position with consistent work and clear expectations.
• Performance-Driven Environment: Grow and develop in a role where your performance is recognized and rewarded.
• Career Development: Enhance your skills in sales support, client relations, and CRM management within a growing organization.

Skills & Technologies

Remote

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About Scale Army

Scale Army Careers is a remote-talent marketplace that sources, vets and places top sales, marketing and technical professionals across Latin America and Africa into full-time roles with high-growth U.S. companies. Operating under the same umbrella as Scale Army, the platform pairs candidates with vetted 40-hour-per-week engagements, provides onboarding guidance, monthly check-ins and equipment stipends, and channels consistently strong performers into progressively higher-impact opportunities to build long-term, dollar-based careers.

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