B2C Appointment Setter (Financial Services)

This is a remote position.Schedule: Monday to Friday, AU or UK Business HoursJob HighlightsFull-time remote role with flexible AU/UK hours.Focus on helping individual clients secure personal loans, mortgages, or credit solutions.Collaborative team environment with HMO benefits.​ResponsibilitiesProactively contact leads (individual consumers) via phone/email to discuss their personal financial needs (e.g., debt consolidation, home loans, emergencies).Schedule consultations between clients and loan advisors, ensuring smooth handoffs.Conduct warm, empathetic conversations to understand clients’ financial goals (e.g., "How can we help you with your loan needs?").Update CRM systems (e.g., ActiveCampaign) with accurate client details and interaction notes.Partner with the sales team to relay client needs and prioritize high-intent leads.Meet/exceed weekly targets for appointments set and conversion rates.Share customer insights (e.g., common pain points) to improve outreach strategies.RequirementsExperience in B2C sales, customer service, or telemarketing (e.g., retail banking, insurance, or personal finance).Familiarity with CRMs (ActiveCampaign is a plus).Strong interpersonal skills—ability to build rapport with individuals (not businesses).Basic knowledge of consumer financial products (e.g., personal loans, credit scores).Self-driven, organized, and comfortable in a target-driven remote role.Independent Contractor PerksHMO Coverage for eligible locationsPermanent work from homeImmediate hiringZR_25262_JOBOriginally posted on Himalayas

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