Role: Appointment Setter (Financial Services
Priority Location: South Africa (Preferred for neutral accent)
Working Hours: Eastern Time Zone (EST)
Type of contract: Independent Contractor
Type of job: Remote
Salary: $1500 -$2000

The final offer is at the client’s discretion and will depend on the candidate’s interview result, skills, and experience.

About the Company

This independent wealth management practice, operating under a premier financial group in Michigan, specializes in high-touch, relationship-driven financial planning. Targeting a high-net-worth demographic (55+ with $250k+ in investable assets), the firm is known for its educational seminars and personalized client service. Currently managing a robust team, they are scaling rapidly toward a $100M+ AUM goal by blending traditional financial expertise with modern, AI-driven workflows.

About the Role

New Way Wealth is seeking a dedicated Appointment Setter to act as the primary engine for business growth. This is a "foundational hire" designed to turn a massive database of warm leads into a predictable pipeline of qualified meetings. You will re-engage hundreds of past seminar attendees and manage a steady stream of new leads, ensuring no "white space" remains on the advisor’s calendar. This role is perfect for a persistent, high-energy communicator who can build instant trust with affluent retirees.

Key Responsibilities

High-Volume Lead Conversion: Re-engage a database of 800+ existing leads and manage 160–250 new leads per month.
Multi-Channel Outreach: Execute a persistent cadence of phone calls (primary), emails, and SMS to secure appointments.
Calendar Management: Direct scheduling onto the advisor’s calendar, ensuring prospects are qualified and prepared for their consultation.
Lead Recovery: Systematically follow up with no-shows and cancellations to recover lost revenue opportunities.
CRM & Workflow Management: Utilize Notion and proprietary lead management tools to document interactions and refine AI-assisted outreach scripts.

Qualifications & Skills

Hard Skills:

Telephony & Sales: Proven experience in outbound appointment setting or SDR roles, preferably in financial services, insurance, or high-ticket sales.
Tech Stack Proficiency: Skilled in Notion, CRM tools, and AI-driven messaging workflows.
Equipment: Must possess a reliable personal laptop capable of running cloud-based financial and communication tools.
KPI Driven: Ability to maintain a high activity volume (target of 150–180 calls per day).

Soft Skills:

Neutral English Accent: Essential for building rapport and "reading between the lines" with a U.S.-based, high-net-worth audience.
Autonomous Self-Starter: Capable of working independently while taking real-time feedback to optimize scripts.
Persistence & Resilience: A "hard worker" mindset focused on long-term follow-up cycles.
Professional Empathy: Ability to communicate with a 55+ demographic in a warm, trustworthy, and non-robotic manner.

Appointment Setter | New Way Wealth LLC - 18793