Appointment Setter for Jo Ong

What You'll DoLead Outreach & Prospecting (40%)Make outbound calls, send emails, and follow up with warm and cold leads provided by the practiceContact referred prospects and individuals who have expressed interest in financial planning servicesRe-engage dormant or lapsed client relationships on behalf of the advisorAppointment Scheduling (35%)Schedule introductory meetings, discovery calls, and review appointments for the financial advisorManage the advisor's calendar and ensure appointments are confirmed and properly documentedSend appointment reminders and handle rescheduling as neededLead Qualification & CRM (15%)Ask qualifying questions to assess prospect needs, financial situation, and readiness to engageRecord accurate notes in the CRM system regarding each prospect's profile and conversation historyPrioritize and segment leads based on quality and likelihood to convertReporting & Collaboration (10%)Prepare daily call logs, appointment summaries, and pipeline activity reportsCoordinate with the advisor's team to ensure seamless handoff of booked appointmentsSuggest improvements to outreach scripts and processes (we actually listen)What You BringMust-HavesMinimum 1–2 years of experience in a sales, customer service, or appointment-setting roleExcellent verbal and written communication skillsConfident and professional telephone mannerStrong organizational skills with the ability to manage a busy scheduleComfortable working with CRM software and scheduling toolsSelf-motivated with a results-driven mindsetNice-to-HavesExperience working within financial services, insurance, or a professional services environmentFamiliarity with financial planning concepts and terminologyExperience with CRM platforms such as Salesforce, Redtail, Wealthbox, or HubSpotProven track record of meeting or exceeding appointment-setting targetsCompensation:Paid: SGD 800/monthAPPLY NOW!

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