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Phone Sales Appointment Setter

3 months ago


West Jordan, United States The Investors Edge Full time
Job DescriptionJob DescriptionSalary: $105,000

Wanted: Sales Veteran Ready for a Vacation (Disguised as a Job) Our Chill Sales Oasis


Welcome to Investors Edge, where mid-level sales pros come to semi-retire We've spent two decades perfecting the art of turning "maybe" into "yes please" across 45 states. Our mission? Making investing as easy as ordering pizza – and your job even easier


The Cushy Gig: Chief Appointment Wrangler (No Lasso Required)


Calling all sales veterans who are tired of climbing Everest and want to conquer a nice, gentle hill instead. As our Appointment Setting Guru, you'll be the smooth-talking Cupid, matching eager investors with their financial soulmates. It's like Tinder, but for money

Your "grueling" daily tasks (wink, wink):

  • Chat with 50+ potential investors daily (aka practice your stand-up routine)
  • Breeze through 30+ conversations that are easier than explaining TikTok to your grandma
  • Follow our fool-proof script (so easy, a caffeine-deprived sloth could do it)
  • Book 30+ appointments weekly (if you can order Uber Eats, you're overqualified)
  • Update our CRM (it's like updating your Facebook status, but you get paid for it)


The Superpowers You Already Have (Because, Mid-Level Pro):

  • Work stability- Can not have more than 2 Jobs in the last 5 years
  • Can not be self employed in the last 6 months 
  • Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
  • High Volume Calls- . In current or most recent role talking to 30+ different people every day
  • Talk time- In current or most recent role talking to 5+ hours of talk/ Available time  
  • Performance- In current or most recent role performance metrics and KPI required 
  • History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
  • Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
  • Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
  •  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
  • Demonstrated ability to be coachable take and implement feedback in timely manner
  • Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone. 


Why This Gig is Easier Than Falling Off a Log (A Very Luxurious Log):

  • Compensation that requires a Brinks truck:
    • $50K Base Salary (aka "the warm-up")
    • Performance boosters up to $55K+ (the "now we're talking" money)
    • NO INCOME CAP (that sound? It's your wallet crying tears of joy)
  • Benefits that'll make you pinch yourself:
    • Health Care stipend (
    • Life, Vision, and Dental coverage
    • 100% Telemed & Tele-Mental health coverage 
    • 401K with 4% match 
    • Flexible PTO


Success Metrics (or "How to Accidentally Crush It"):

  • Lead Conversion: Turn 50% of leads into gold 
  • Appointment Show Rate: 54% 
  • Value Per Lead: $172
  • Daily Chit-Chat Time: 5+ hours


The "Investors Edge Attitude" (aka Things You Do in Your Sleep):

  1. Money Morse Code (you hear cha-ching in your dreams)
  2. Self-Starter 
  3. Organization Wizard
  4. Excellence Enthusiast (mediocrity makes you mildly queasy)
  5. Problem Solver 
  6. Pressure? What Pressure? (your blood pressure actually drops during rush hour)
  7. Tenacity Titan


Ready to pretend to work while your bank account does push-ups? If you can sell ice to a snowman (and let's face it, you've probably done that before), then grab this golden ticket to Easy Street



#ZR