Appointment Setter

Title: Appointment Setter

Location: Remote

Company: The Investor's Edge

Job Type: Full-Time longer term career minded position

Hours: Mon - Thurs 7 AM to 3:30 PM and Friday 7:30 to 4 PM

Salary: $52K Activity Pay Bonus Up to $27K+ On Target Earnings $97K

Benefits: Life insurance, Vision, Dental, Telemed & Tele-Mental health at 100% coverage for individual and families. 401K with up to 4% match Employee Dollar for Dollar match. Flexible PTO policy. Work with people who appreciate how to work hard, drive innovation and play hard.

Top reasons to work with us: At the Investor's Edge your ideas matter- and so do you. We are a small company that has been in business for 20 years, we have won Salt Lake Tribune Top Workplace and on the Inc 5000 twice. We focus on innovation, accountability and personal excellence. Our mission is to help everyone create their best life through financial freedom. That principle is at our core and we live by it each day. We have collaborative employees that are passionate, respectful, and have fun working together to provide best in class solutions. We pride ourselves on removing the shady tactics, get rich quick schemes and deception that seem to have overrun the marketplace. Making it simple to change the future by the effort you put in today. With our platform we support investing in 45 States and automating a complex and financially difficult market to enter, and making it easy to get started. We love underdogs and help people that otherwise could not get into investing without a partner and solution such as ours. No suit or tie, relaxed dress. No more walking miles of parking lot to get to a high rise.

What you will be doing:

As the Appointment Setter, The Focus of this role is to turn warm leads into qualified appointments. By call, text and get in touch with 25+ warm leads per day.

Appointment Setter Role – PASS/FAIL Qualifications

• Can reliably take calls Monday–Thursday from 1:30 PM to 10:00 PM MST and
  Friday from 7:30 AM to 4:00 PM MST

• Must currently be in Over the Phone exclusive appointment setting currently and have a Minimum 1+ years experience
• NOT an account manager or customer support role.
• Makes 60+ Dials per day in current role
• Phone Talk time is 3.5+ hours per day, consistently, in current or most recent job

• Has B2C (Business to Consumer) experience (NOT B2B)
• Has Experience as High ticket appointment setter. High ticket $3K+
• Has not had more than 3 jobs in the last 5 years
• Has not been self-employed within the past 6 months

• In current or most recent role, had specific performance metrics / KPIs they were accountable for
• Has received personal, professional, or athletic recognition within the last 2 years (e.g., top salesperson, employee of the month, sports awards, etc.)

• Follows a defined call flow or script provided by employer — with real accountability for non-compliance
• Required to input specific data into a CRM system for every call
• Manages CRM data accurately — No logging at end of day or skipping entries

• In current or most recent role, regularly made multiple follow-up contacts per day (calls + texts) with the same contact

• Extroverted personality — enjoys talking to people on the phone
• Speaks with confidence and competence
• Accepts coaching and implements feedback quickly

IF YOU DO NOT MEET THE ABOVE DO NOT APPLY

Measurable Accountabilities:

• Handle 25 new leads per day while following up with the pipeline of leads
• Phone Talk time 3.5 +hours per day
• Lead to Conversations 50%
• Conversation to Set 45%
• Pitch Call to Qualified Pitch 93%
• Dollar Per Lead 28 Day $150 to $250+

Key Behaviors Competencies:

This is a list of Behavior Competencies a candidate will need to excel in this role.

Experience you need / Key Technical Skills:

• CRM - Some experience with Contact management software ( Hubspot, sales force ect) Phone System
• Phone System- Experience with VOIP phone system ( Voice over IP or Soft phone)
• Phone Skills: demonstrate a track record of calling over the phone. Answering questions with Confidence and putting callers at ease
• Ability to follow the Script
• Ability to Grind having the same conversation with multiple people in the same script day after day with consistency.

#ZR