Appointment Setter

Scale Army

Role Overview

The Appointment Setter will contact warm leads, qualify prospects, schedule appointments for senior sales representatives, and assist with client onboarding when needed. This role requires strong communication skills, confidence on Zoom, and the ability to work professionally with high-net-worth and accredited investors while maintaining accurate CRM documentation and high daily call volume.

Key Responsibilities

• Contact warm leads generated primarily through Facebook ads.

• Make 50 150 dials per day.

• Conduct 5 15 minute qualification calls.

• Ask scripted qualification questions and address high-level inquiries.

• Clearly articulate information in polished, professional English.

Appointment Scheduling & CRM Management

• Schedule appointments for senior sales representatives.

• Manage leads and scheduling inside Go High Level (CRM).

• Accurately document call outcomes and next steps.

Client Onboarding Support

• Assist new clients through onboarding in Tribexa.

• Guide clients through documentation and account setup.

• Conduct Zoom calls to walk clients through deal documents and system access.

• Provide additional clarity and support to elderly clients when needed.

Client Experience

• Maintain a confident and professional presence on Zoom.

• Deliver a high-comfort experience for high-net-worth individuals.

Qualifications

Experience

• 2+ years of appointment setting experience.

• Strong experience handling warm outbound calls.

• Experience working with high-value or financial clients is a plus.

• Experience with Go High Level strongly preferred.

• Experience using Zoom for client-facing onboarding.

Skills

• Fluent or near-native English with strong verbal articulation.

• Ability to follow scripts while sounding natural and professional.

• Detail-oriented and process-driven mindset.

• Comfortable making high-volume daily calls.

• Professional demeanor and confident presentation in virtual environments.

Opportunity

This role offers the opportunity to work directly with high-net-worth and accredited investor clients in a structured, performance-driven environment. You will play a critical role in the sales process, ensuring qualified prospects are properly scheduled and supported through onboarding. The position provides full-time stability, clear expectations, and the chance to develop expertise in high-value client communication and CRM management.