Outbound Sales Appointment Setter (Property Investment)

About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

About the RoleWe are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.This role is ideal for a confident, target-driven sa...

Key Responsibilities

• Contact warm inbound leads generated through digital marketing campaigns.
• Conduct professional qualification calls using a structured sales script.
• Build rapport and establish trust with prospective clients.
• Gather information about each prospect's financial position, property ownership and retirement goals.
• Perform simple financial calculations during conversations, including:
• Property equity
• Outstanding debt
• Basic retirement income calculations
• Tax-related calculations using provided tools
• Assess whether prospects meet qualification criteria.
• Book qualified appointments for Financial Strategists.
• Accurately capture notes and update CRM records.
• Meet weekly appointment booking and performance targets.
• Maintain high call quality and compliance standards.
• Participate in ongoing coaching, training and team meetings.

Requirements

• Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
• Strong verbal communication skills with a clear, neutral English accent.
• Confident handling high volumes of outbound calls.
• Comfortable discussing financial topics with customers.
• Good numerical ability and financial literacy.
• Ability to perform basic calculations quickly during customer conversations.
• Highly target-driven and motivated by performance incentives.
• Able to work independently in a fully remote environment.
• Strong organisational and time management skills.
• Stable internet connection and a dedicated home office.
• Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

• Financial Services
• Banking
• Insurance
• Mortgage Broking
• Property Investment
• Wealth Management
• Debt Review
• Collections
• Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

• GoHighLevel (GHL)
• Predictive Diallers
• CRM Software
• Microsoft Office
• Google Workspace

What We're Looking For

The ideal candidate is:

• Friendly and engaging on the phone
• Naturally persuasive without being aggressive
• Resilient and comfortable handling objections
• Coachable and eager to learn
• Professional and reliable
• Self-motivated while working remotely
• Comfortable working towards KPIs and sales targets
• Passionate about delivering an excellent customer experience

About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

About the RoleWe are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.This role is ideal for a confident, target-driven sa...

Key Responsibilities

• Contact warm inbound leads generated through digital marketing campaigns.
• Conduct professional qualification calls using a structured sales script.
• Build rapport and establish trust with prospective clients.
• Gather information about each prospect's financial position, property ownership and retirement goals.
• Perform simple financial calculations during conversations, including:
• Property equity
• Outstanding debt
• Basic retirement income calculations
• Tax-related calculations using provided tools
• Assess whether prospects meet qualification criteria.
• Book qualified appointments for Financial Strategists.
• Accurately capture notes and update CRM records.
• Meet weekly appointment booking and performance targets.
• Maintain high call quality and compliance standards.
• Participate in ongoing coaching, training and team meetings.

Requirements

• Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
• Strong verbal communication skills with a clear, neutral English accent.
• Confident handling high volumes of outbound calls.
• Comfortable discussing financial topics with customers.
• Good numerical ability and financial literacy.
• Ability to perform basic calculations quickly during customer conversations.
• Highly target-driven and motivated by performance incentives.
• Able to work independently in a fully remote environment.
• Strong organisational and time management skills.
• Stable internet connection and a dedicated home office.
• Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

• Financial Services
• Banking
• Insurance
• Mortgage Broking
• Property Investment
• Wealth Management
• Debt Review
• Collections
• Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

• GoHighLevel (GHL)
• Predictive Diallers
• CRM Software
• Microsoft Office
• Google Workspace

What We're Looking For

The ideal candidate is:

• Friendly and engaging on the phone
• Naturally persuasive without being aggressive
• Resilient and comfortable handling objections
• Coachable and eager to learn
• Professional and reliable
• Self-motivated while working remotely
• Comfortable working towards KPIs and sales targets
• Passionate about delivering an excellent customer experience