Job Title: Appointment Setter

Company: Capital Financial Team
Location: Remote / Hybrid
Employment Type: Full-time or Part-time
Department: Sales & Client Relations
Reports To: Sales Manager / Operations Director

About Capital Financial Team

Capital Financial Team helps individuals and businesses make smarter financial decisions through tax services, credit improvement, and financial planning solutions. Our mission is to empower clients with real results through expert guidance and exceptional service. Were looking for a driven Appointment Setter to join our growing team and help connect more clients with our financial specialists.

Position Overview

As an Appointment Setter for Capital Financial Team, youll be the first point of contact for potential clients. Your main goal will be to reach out to qualified leads, introduce them to our financial services, and schedule appointments for our consultants or advisors. Youll play a critical role in helping the company grow and in ensuring that every client gets a professional and timely experience.

Key Responsibilities
Make outbound calls, texts, and emails to leads from our CRM or marketing campaigns.
Clearly communicate the value of our services such as credit repair, tax strategy, and business funding.
Qualify prospects based on company guidelines before booking appointments.
Schedule appointments for financial specialists using our online calendar system.
Maintain accurate records of all interactions and scheduled meetings.
Follow up with leads whove shown interest but havent yet scheduled.
Meet or exceed weekly call and appointment goals.
Collaborate with the sales and marketing teams to improve lead conversion.

Qualifications
1+ year of experience in appointment setting, telemarketing, or customer outreach (financial or tax industry preferred).
Excellent communication and active listening skills.
Comfortable handling outbound and inbound calls in a professional tone.
Familiar with CRM systems (GoHighLevel, HubSpot, or similar).
Strong organizational and follow-up abilities.
Motivated, goal-oriented, and results-driven.
High school diploma or equivalent (Associates or Bachelors degree is a plus).

Compensation & Benefits
Hourly pay plus bonuses or commissions for qualified appointments booked.
Flexible work schedule remote or hybrid options available.
Growth opportunities within Capital Financial Team.
Supportive training and mentorship to help you succeed.
Recognition and performance-based incentives.

Performance Goals
outbound calls per day.
5 10 confirmed appointments per week.
Maintain 90%+ lead data accuracy in CRM.

Capital Financial Team

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