Appointment Setter / Outreach Specialist (GoHighLevel)

About Us

Dickey Financial Services & Wealth Management is a Houston-based, multi-state financial planning firm helping individuals, families, and business owners build wealth and financial security. We're looking for a confident, well-spoken appointment setter to reach out to leads, follow up consistently, and book qualified appointments on our calendar.

The Role

We need an Appointment Setter / Outreach Specialist who can call, text, and email leads through GoHighLevel (GHL), nurture them, and book consultations for our team. You'll be the first point of contact with potential clients, so a warm, professional, and clear phone and writing manner is essential.

Responsibilities
Make outbound calls to leads to introduce our services and set appointments
Send and respond to text messages (SMS) and email s through GoHighLevel
Follow up consistently with leads across phone, text, and email until they book or opt out
Book qualified appointments directly onto our calendar
Log all activity, notes, and lead status accurately in GoHighLevel
Move leads through the pipeline and update stages as they progress
Confirm and remind booked appointments to reduce no-shows
Meet weekly outreach and booking targets
Requirements
Excellent spoken and written English — clear, professional, and easy to understand on calls (this is non-negotiable; voice recording required with application)
Proven appointment-setting or outbound sales/telemarketing experience (minimum 1–2 years)
Hands-on experience with GoHighLevel (GHL) — calls, SMS, email , pipelines, and calendars
Comfortable and confident making outbound calls
Reliable, self-motivated, and consistent with follow-up
Strong internet connection, a quiet workspace, and a good headset
Available during U.S. Central Time business hours
Nice to Have
Experience in financial services, insurance, coaching, or a related industry
Familiarity with CRM pipelines and lead nurturing best practices
Experience with appointment reminder and no-show reduction systems
To Apply

Please submit:

Your resume/CV
A short voice recording (1–2 minutes) introducing yourself and explaining why you'd be a good fit — this lets us hear your English and phone manner
A summary of your appointment-setting experience and results (e.g., calls per day, appointments booked per week)
Confirmation of your GoHighLevel experience and what you've used it for

Applications without a voice recording will not be considered. To confirm you read this post, start your application with the word "LEGACY."