Outbound Calling Agent – Appointment Setter
Posted 5 days ago
Description
Remote | GFI - Partnership
About the Role
GFI - Partnership is seeking a motivated Outbound Calling Agent to join our dynamic team. This role focuses on booking appointments from a list of warm-market leads—no cold calling required! You will be provided with a proven script and the support needed to schedule high-quality appointments with prospective clients. If you thrive in a structured, high-energy environment and have excellent communication skills, we’d love to hear from you!
Responsibilities
Key Responsibilities:
* Make outbound calls to warm leads, following a structured script to book appointments.
* Engage potential clients professionally and confidently, ensuring a positive interaction.
* Follow up with leads as necessary to confirm appointments and maximize scheduling efficiency.
* Utilize RingCentral technology for seamless calling and tracking of lead interactions.
* Maintain accurate records of calls, appointments, and follow-ups within our CRM.
* Meet or exceed daily/weekly appointment-setting goals.
* Collaborate with the sales team to ensure a smooth transition for scheduled appointments.
Qualifications
What We’re Looking For
* Experience: Minimum 1-2 years in a call center, customer service, or outbound sales role.
* Communication: Strong verbal skills with a clear, friendly, and professional tone.
* Tech-Savvy: Comfortable using RingCentral and CRM tools to track leads and appointments.
* Goal-oriented: Self-motivated, driven to hit call and booking targets.
* Time Management: Ability to multitask and stay organized in a fast-paced setting.
* Resilience & Adaptability: Quick-thinking and able to handle objections professionally.
Preferred Qualifications
* Previous experience in appointment setting or sales is a plus.
* Familiarity with financial services or business development industries.
* Ability to refine scripts and improve lead conversion rates.
Compensation: $20 - $25 Hourly DOE + Performance Incentives
About GFI - Partnership
GFI - Partnership is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.
Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, become the #1 inspirational marketing company in the world, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!
We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
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