Financial Services Appointment Setter
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compensation: $25 per appointment + Bonus + Commission
employment type: full-time
experience level: mid level
job title: Appointment Setter
telecommuting ok
We are seeking motivated, confident Independent Contractor Appointment Setters to work remotely and help schedule appointments for a financial services professional affiliated with a large, established financial services organization.

This is a performance-based opportunity for someone who enjoys talking with professionals, building rapport, and helping connect people with valuable financial planning resources.

Our organization provides a wide range of financial services, including:

Wealth Management
Retirement Planning
Investment Services
Life Insurance
Health Insurance Solutions
Financial Planning Strategies
What You'll Be Doing

Your primary responsibility is simple:

Make outbound calls and schedule qualified appointments.

You will be contacting professionals and business owners, including:

Real Estate Agents
Attorneys
Doctors and Medical Professionals
Hair Stylists and Beauty Professionals
Service Business Owners
Other Small Business Professionals

You are not responsible for closing sales. Your role is to start conversations, create interest, and schedule appointments.

What We Provide

We provide everything you need to get started:

Calling Data & Lead Lists
CRM System
Phone System
Business Email
Proven Calling Script
Initial Training
Ongoing Support
Bonuses & Performance Incentives

Our system and script are designed to help productive appointment setters generate approximately 1–2 appointments per hour, depending on experience, consistency, and performance.

Compensation

This is a 1099 Independent Contractor position with performance-based compensation.

$25 per completed/qualified appointment
Weekly payouts
Additional SPIFs and performance bonuses
Commission on closed deals
No income cap

Top-performing contractors who consistently produce appointments may have the opportunity to earn approximately $3,000–$5,000 per month, depending on productivity and bonus qualification.

Example:
4 completed appointments per day × $25 = $100/day
5 days per week = $500/week
Plus bonuses and commissions

Who We're Looking For

This opportunity may be a great fit for someone who is:

Comfortable making outbound calls
Confident speaking with professionals and business owners
Self-motivated and disciplined
Comfortable working independently from home
Experienced in telemarketing, appointment setting, sales, or customer service
Able to follow a proven script while sounding natural
Consistent and persistent without being pushy
Interested in performance-based income

Previous appointment-setting or outbound calling experience is preferred, but training will be provided for the right person.

Work From Home

This is a fully remote opportunity. You can work from home and have flexibility in structuring your schedule, provided you consistently meet agreed-upon performance expectations and contact prospects during appropriate business hours.

Because this is an Independent Contractor opportunity, you will be responsible for managing your own schedule and work activity.

Apply Today

If you're confident on the phone, enjoy speaking with people, and want an opportunity where your income is tied directly to your performance, we'd like to hear from you.

Please submit your resume along with a brief description of your experience with:

Cold Calling
Appointment Setting
Telemarketing
Sales
Working Remotely

Serious, motivated applicants only.

Financial Services Appointment Setter

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Appointment Setter