Appointment Setter | Financial Education & Coaching | $2,000 Base + Performance Pay

Overview
We’re hiring a dedicated phone appointment setter for a financial education and coaching business.

You’ll work with our sales team to turn webinar registrants, past leads, and follow-up opportunities into qualified consultations with our closer. We’re looking for someone who can build trust, ask good questions, and consistently book people who actually attend.

This is a remote, full-time opportunity for an experienced setter based in the Philippines.

What You’ll Do

• Call and follow up with assigned leads through phone, SMS, and email .
• Reengage past webinar registrants, no-shows, and older leads.
• Help upcoming registrants prepare for and attend the webinar.
• Follow up with attendees who haven’t booked, and offer the replay to people who missed it.
• Qualify prospects using the company’s criteria, understand their goals, and explain the value of a consultation.
• Book and confirm appointments, coordinate reschedules, and follow up with no-shows.
• Keep GoHighLevel updated with accurate notes, outcomes, and next steps.
• Share daily activity and results with the team through Slack.

Who You Are

• An experienced phone setter with evidence of qualified bookings and strong show rates.
• Comfortable with warm leads, older leads, and outbound calling.
• Clear, natural spoken English and strong written communication.
• Confident using GoHighLevel or a similar CRM.
• Strong at discovery, listening, handling objections, and guiding a conversation toward a clear next step.
• Organized, accountable, coachable, and consistent with follow-up.
• Able to keep conversations focused and concise.
• Reliable computer, internet connection, headset, and a quiet calling environment.
• Webinar or coaching-offer experience is a plus.

Work Environment & Support
You’ll have scripts, frameworks, SOPs, and support from leadership and the sales team. We want someone who can use that structure, own their results, and help improve the process.

Working Hours
Full time, approximately 40 hours per week. You must be available to call US-based prospects during appropriate US daytime and evening hours. The exact schedule will be agreed during the interview process.

What Success Looks Like
We’re a performance-based business. We reward efficiency, skill, and consistent results.

• The standard activity expectation is 100+ dials per day, with at least 6 qualified, setter-generated appointments booked per week.
• If you consistently book 8–10 qualified appointments per week, you can achieve that with fewer dials. Strong results earn flexibility on call volume.
• Maintain a 75%+ show rate. Appointment quality and attendance matter alongside bookings.
• Prospects understand the consultation and meet our qualification criteria before booking.
• Keep accurate CRM records, report daily, and follow through consistently.
• Reschedules, duplicate bookings, and test appointments are not counted as new production.

Compensation (USD)

• Base: $2,000 per month.
• Qualified held appointment: $45 when a qualified prospect you personally generated attends their consultation.
• Closed-client bonus: $150 when one of your appointments becomes a paying client.

Monthly Production Bonus
At a show rate of 75% or higher:

• 20+ setter-generated bookings: $500.
• 25+ bookings: $1,000.
• 30+ bookings: $1,500.
• 35+ bookings: $2,250.
• 40+ bookings: $3,000.

Only the highest achieved monthly tier is paid. Bonuses do not stack. Independently self-booked webinar calls do not count toward setter production.

Example: 40 setter-generated bookings, 30 qualified held calls, and 9 resulting paying clients would total $7,700 for the month. This is a performance illustration, not guaranteed earnings. Actual pay depends on qualified attendance and closed clients.

The initial plan includes a 90-day review of performance, lead volume, targets, and compensation.

How to Apply
Please include:

• Your resume and a brief summary of your appointment-setting experience.
• The types of offers and leads you’ve worked with, plus the CRM tools you’ve used.
• Your recent dials, bookings, and show-rate results, including the period measured and your personal contribution.
• A short Loom introduction explaining why you’re a fit for this role.
• A call recording or role-play sample you have permission to share. Please remove private prospect information.
• Your availability, US-hours coverage, and earliest start date.

Hiring Process
Application review → Short call → Setting role-play → Final interview → Offer and onboarding.

Growth & Leadership Opportunities
We’re looking for someone who takes this role seriously and wants to grow with the business. As we expand, strong performers who demonstrate consistent results, ownership, and the ability to support others can be considered for leadership opportunities.

Final Note
We value people who turn skill and effort into qualified appointments that actually happen. If you’re ready to own your results, improve your craft, and build a long-term role with growth potential, we’d like to hear from you.