Remote Appointment Setter / SDR

About the role

We are looking for a remote Appointment Setter / SDR to join a U.S.-based B2B marketing services company that helps financial advisors generate qualified leads through cold SMS and email outreach. The role focuses on quickly engaging positive responses from outbound campaigns, converting prospects into booked sales meetings, and maintaining a high booking rate through disciplined CRM management.

Key responsibilities

• Call and engage positive replies from cold SMS and email campaigns within minutes.
• Convert interested financial advisors into qualified, booked sales appointments.
• Follow established scripts, SOPs, and objection‑handling frameworks to maximize conversion.
• Maintain rapid response times to inbound leads; speed‑to‑lead is critical.
• Manage conversations, pipelines, tasks, and appointments in GoHighLevel (GHL).
• Conduct follow‑up calls, SMS, and emails with warm prospects who have not yet booked.
• Confirm appointments and reduce no‑show rates through proactive communication.
• Keep CRM records accurate and up‑to‑date at all times.
• Track daily activity metrics, appointment volume, conversion rates, and pipeline health.
• Collaborate with leadership to improve scripts, messaging, and booking performance.

Required profile

• 2+ years recent experience in appointment setting, SDR, inside sales, or outbound lead generation.
• Proven success booking meetings via phone, SMS, email, or multi‑channel outreach.
• At least 1 year experience working with U.S.-based clients and prospects.
• Strong phone presence and confidence speaking with decision‑makers.
• Ability to work independently in a fast‑paced, KPI‑driven environment.

Required skills

• GoHighLevel (GHL) or comparable CRM platform.
• Calendar scheduling tools such as Calendly.
• VoIP calling platforms (JustCall, Aircall, Twilio, or similar).
• Google Workspace.
• Slack or equivalent communication tools.
• SMS and email outreach systems.