Outbound Sales Closer / Appointment Setter

Cooperidge Consulting Firm is seeking an Outbound Sales Closer / Appointment Setter for our fast growing Capital Advisory Program. This role focuses on generating, qualifying, and converting opportunities through outbound, inbound, and social channels. It is a high-performance, revenue-driven position with strong earning potential and growth into a closing role.

Job Responsibilities

• Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn
• Prospect into SMB owners, tax professionals, realtors, and service-based businesses
• Qualify leads based on credit, revenue, and intent
• Book high-quality strategy calls for the sales team
• Execute aggressive follow-up on aged and inbound leads
• Conduct social engagement and direct message outreach on Instagram and LinkedIn
• Support light content execution, including posting, commenting, and replying
• Manage and maintain pipeline within CRM (HubSpot or equivalent)
• Track activity and performance metrics consistently
• Develop skills to grow into a full closing role

Requirements

Education

• High school diploma or equivalent required

Experience

• Experience in outbound sales, appointment setting, or lead generation
• Experience with CRM systems (HubSpot preferred)
• Experience with social media outreach and direct messaging
• Experience working in high-volume, performance-driven environments

Skills or Competencies

• Clear and confident communication skills
• Strong ability to handle rejection and maintain high activity levels
• Ability to manage multiple conversations and follow-ups simultaneously
• Self-motivated with a results-driven mindset
• High energy, urgency, and accountability
• Strong organizational and pipeline management skills

Benefits

• Work From Home
• Training & Development
• Performance Bonus