Outbound Sales Caller (Appointment Setter)

• *Job Summary:** We are looking for a confident and results-driven Outbound Sales Caller to join our team and help drive appointment bookings for our financial services business. The ideal candidate has excellent English, a clear and professional speaking voice, and the stamina to make a high volume of outbound calls each day using a power dialer. This role is performance-based, with strong commission earning potential on top of a competitive hourly rate.

Key Responsibilities

• Make 300-400 outbound calls per day using a power dialer system
• Book qualified appointments with prospective business owners interested in bookkeeping and tax planning services
• Follow a provided call script while adapting tone and approach to each prospect
• Handle objections professionally and keep prospects engaged through the conversation
• Update lead information, call notes, and outcomes in Google Sheets and CRM systems
• Maintain consistent daily call activity and meet appointment-setting targets
• Work closely with the team to refine messaging and improve conversion rates
• Track personal performance metrics and report on daily call activity
• Follow up with leads as needed to confirm booked appointments
• Maintain a friendly, professional demeanor on every call

Mandatory Skills

• Proven experience in outbound calling, appointment setting, or telesales
• Excellent English communication skills with clear pronunciation and neutral accent
• Strong, friendly, and confident phone tonality
• Hands-on experience using a power dialer (or similar high-volume calling software)
• Comfortable handling objections and rejection professionally
• Proficient with Google Sheets for logging calls and updates
• Reliable, detail-oriented, and able to work independently
• Strong communication skills and a positive, goal-oriented attitude

Preferred Skills

• Experience calling business owners or B2B prospects
• Background in financial services, bookkeeping, accounting, or tax-related industries
• Familiarity with CRM tools and lead tracking systems
• Previous experience hitting or exceeding appointment-setting quotas
• Ability to manage multiple lead lists simultaneously
• Coachable mindset with a willingness to receive feedback and improve
• *Why Join Us:** This is an exciting opportunity to join a growing team where your performance is rewarded. On top of your base pay, you can earn significant commission for hitting and exceeding appointment-setting goals. We value reliability, strong communication, and a positive attitude — and we offer real opportunities for long-term growth and advancement based on results.

Work Schedule

2:00 PM – 6:00 PM EST