Appointment Setter (ZR_21695_JOB)

This is a remote position.

Schedule: Monday to Friday, 8 AM to 4 PM, 30-minute lunch break | Sydney (Australian Eastern Standard Time)

Client Overview

Join a dynamic, expanding mortgage brokerage firm at the forefront of financial services. Our client, a forward-thinking company, is revolutionizing the mortgage industry with innovative solutions and a customer-centric approach. As they scale operations, they’re seeking motivated individuals to drive growth and connect clients with life-changing financial opportunities.

Job Description

Embark on an exciting career as an Appointment Setter in the thriving mortgage industry. You’ll be the vital first point of contact, introducing potential clients to our comprehensive range of mortgage solutions. This role offers a unique blend of sales, customer service, and financial industry exposure. You’ll hone your communication skills, gain valuable insights into the Australian mortgage market, and directly contribute to the company’s success. Your ability to connect with people, articulate complex services simply, and schedule appointments will be instrumental in driving business growth.

Responsibilities

• Conduct high-volume outbound calls to potential customers from curated lead lists
  
• Articulate mortgage brokerage services clearly, tailoring pitches to individual needs
  
• Manage senior broker’s calendar, scheduling qualified appointments efficiently
  
• Maintain accurate records in Salesforce CRM, ensuring data integrity
  
• Achieve and exceed daily and weekly targets for calls made and appointments set
  
• Cultivate a professional, friendly demeanor in all customer interactions
  
• Collaborate with the senior broker to refine appointment quality criteria
  
• Participate in performance reviews and ongoing training to enhance skills
  

Requirements

• Native-level English communication skills, both verbal and written
  
• Proven track record in cold calling, appointment setting, or similar role preferred
  
• Proficiency with CRM systems, particularly Salesforce
  
• Exceptional time management and organizational abilities
  
• Resilient attitude with a talent for turning rejections into learning opportunities
  
• Basic understanding of mortgage or financial services industry a plus
  
• Ability to work full-time during Australian business hours
  
• Self-motivated with a drive to meet and exceed KPIs
  
• Adaptability to learn new technologies and industry trends quickly
  

Benefits

Independent Contractor Perks

• Permanent work-from-home
  
• Immediate hiring
  
• Steady freelance job
  
• Commissions and incentives provided