Job Summary
We are looking for a Senior Appointment Setter to grow our referral partner network. You will reach out to professionals who already serve high-net-worth individuals, such as business brokers, real estate agents, and commercial insurance agents, and book them onto discovery calls about our referral program. This is a prospecting and booking role only. Our agents handle the sales conversation, so no closing is required. The ideal candidate is a polished, confident communicator with proven outbound experience.
Key Responsibilities
- Research and build targeted lists of prospective referral partners
- Make outbound calls and follow-ups through our dedicated company phone line
- Introduce the referral program in a natural, conversational way
- Book discovery calls directly onto our agents’ calendars
- Handle objections professionally and keep prospects engaged through follow-up
- Log all calls, outreach, and outcomes accurately in our in-house CRM
- Report weekly on outreach activity and meetings booked
- Identify ways to improve outreach results based on what you see in the field
Mandatory Skills
- Senior-level experience in appointment setting or as an SDR, ideally in the US market
- Excellent spoken English with a clear, neutral accent
- Confidence speaking with professional, high-income audiences
- Strong prospecting and list-building research skills
- Proven outbound cold calling and follow-up experience
- Experience using a CRM and VoIP phone systems
- Reliable internet connection and a quiet, professional call environment
- Reliable, detail-oriented, and able to work independently
- Strong communication skills
Preferred Skills
- Experience with RingCentral
- Experience with B2B referral or partnership outreach
- Background calling real estate, insurance, financial services, or business brokerage professionals
- Experience engaging high-net-worth or executive-level audiences
- Ability to adapt quickly to a proprietary CRM and internal processes
- Ability to manage multiple outreach campaigns simultaneously
Why Join Us
This is a chance to take ownership of a high-impact role at an established firm that serves successful clients and values professionalism. You will work directly with a collaborative team that relies on you to fill their calendars with quality conversations. Strong performers have real room to grow as the referral program expands.
Work Schedule
Monday to Friday, 9:00 AM – 5:00 PM EST
Ready to Apply?
Submit your application and our team will be in touch.
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