Project Blue Financial is seeking a highly motivated and results-driven Remote Appointment Setter to join our growing team. You will play a crucial role in connecting our financial professionals with contracting business owners who can benefit from our unique financial solutions, including zero-net-cost employee benefits (Preventative Health Initiative), business funding, tax credits, rebates, and financial planning.
This commission-based position offers a flexible work schedule and the opportunity to contribute directly to the financial success of contracting businesses.
Responsibilities:
Make outbound calls, emails, and social media outreach to pre-qualified contracting business owners. Engage with prospects to understand their needs and introduce the value proposition of Project Blue Financial services. Qualify leads and schedule appointments for our financial advisors and sales team. Maintain accurate records of all interactions and scheduled appointments within our CRM system. Collaborate with the sales and marketing teams to optimize lead generation and appointment setting strategies. Consistently meet or exceed appointment setting targets.
Qualifications:
Proven experience in appointment setting, sales, or lead generation preferred.
Excellent communication and interpersonal skills, with the ability to build rapport quickly.
Strong organizational skills and attention to detail.
Familiarity with CRM software (e.g., GoHighLevel) is a plus.
Ability to work independently and as part of a team in a remote environment.
Driven by results and motivated by commission-based compensation.
A deep understanding of the Project Blue Financial offerings and their benefits to contracting business owners is imperative for success.
Benefits:
Competitive commission structure based on booked appointments, leading to high potential earnings. Bonuses for success!
Flexible remote work arrangements.
Access to pre-qualified leads and data-driven insights.
Ongoing training and professional development opportunities.
Be part of a dynamic and supportive team dedicated to empowering businesses.
Those who are passionate about helping businesses thrive are encouraged to apply.