Appointment Setter For Financial Services (High Ticket)

Eightx is a dynamic financial services provider committed to helping businesses achieve sustainable growth and enhanced cash flow. We pride ourselves on delivering exceptional support to our founders, CEOs, and boards through tailored financial strategies and solutions. As we continue to expand our reach, we are looking for a motivated Appointment Setter to join our team.

As an Appointment Setter, you will be at the forefront of our client engagement efforts. Your primary responsibility will be to connect with potential clients, introduce them to our services, and schedule appointments for our sales team. The ideal candidate thrives in a fast-paced environment, possesses excellent communication skills, and is driven by achieving results. This is a remote position, giving you the flexibility to work from anywhere while contributing to our growing success.

You will primarily be working inbound leads from Meta/IG and some referrals. Current volume is roughly 100 leads per month.

Your number one job is to create trust in the outreach process.

Key Responsibilities

• Thoroughly research a lead and create value sequences in the appointment setting process.
• Conduct outbound calls and emails to prospective clients to introduce Eightx's services.
• Qualify leads and gather relevant information to ensure a successful appointment.
• Schedule appointments for the sales team and maintain an organized calendar.
• Track and report on outreach efforts and appointment setting metrics.
• Build and maintain relationships with prospects and follow up as needed.
• Collaborate with the marketing team to improve lead generation strategies.

Requirements

• Proven experience in appointment setting, sales, or telemarketing.
• Strong interpersonal and communication skills.
• Self-motivated with a results-oriented approach.
• Ability to handle objections and engage clients effectively.
• Familiarity with Go High Level and lead management tools is a plus.
• Excellent organizational skills and attention to detail.
• Ability to work independently in a remote setting.
• Knowledge of finance or related industries is beneficial, but not essential.

Key KPI - 15% of leads booking discovery calls

Salary

This position offers a competitive hourly rate of $8-15, depending on experience and performance.

How to apply

Submit your resume and a short video in your application. Answer these questions:

1. Why are you interested in this position?

2. What do you know about our company?

3. What is your ideal work environment?

4. What are your strengths?

5. Where do you see yourself in five years?

For your video:

- Make it maximum three minutes

 Applications without a video will be ignored.

The Application Process

- Application with video.

- Short workstyle assessment (15mins)

- 15 minute Interview

- Final Interview

- Offer

Benefits

Generous vacation and paid time off

Commission on booked calls and sales closed