Appointment Setter

6 days ago

Remote, Oregon, United States Credit Brilliance Full time $24,000 - $60,000 per year

About Us

At Tax Brilliance Advisors, we help business owners and families protect wealth, reduce taxes, and build legacies. We deliver specialized tax planning and insurance solutions through a white-glove client experience.

We're looking for a motivated Appointment Setter who will play a critical role in growing our client base by connecting with leads, booking qualified calls, and keeping our pipeline full.

The Role

As an Appointment Setter, you'll be on the front lines of our growth engine. You'll reach out to warm and cold leads, follow up with event/webinar attendees, and schedule meetings for our Chief Advisor. You'll also keep our CRM (Close) up to date with call notes and dispositions.

Your success is measured by appointments set and kept — you'll have a clear target, scripts, and systems to support you.

Responsibilities

  • Make daily outbound calls, texts, and emails to leads/prospects.
  • Confirm upcoming appointments with prospects (24-hour reminders).
  • Follow up with no-shows, reschedules, and event/webinar attendees.
  • Manage the daily lead list, prioritize outreach, and log all activity in Close CRM.
  • Qualify prospects before booking calls (fit, interest, availability).
  • Update the Chief Advisor's calendar with confirmed meetings.
  • Consistently hit appointment-setting KPIs.

Qualifications

  • 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus).
  • Strong phone presence and confidence speaking with business owners/families.
  • Comfortable with outbound activity — calls, texts, emails.
  • CRM experience (Close, Salesforce, HubSpot, etc.).
  • Highly organized and consistent with follow-up.
  • Self-motivated, goal-oriented, and resilient.
  • Positive attitude and strong work ethic in a remote environment.

Why Join Us

  • 100% remote with flexible work setup.
  • Base pay + commission structure with unlimited earning potential.
  • Clear growth path into client services, licensed advisor support, or sales roles.
  • Join a mission-driven team that helps clients keep more of what they earn and protect their legacies.

Job Type: Full-time

Pay: $ $19.94 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Work Location: Remote

  • Appointment Setter

    4 days ago

    Remote, Oregon, United States Texmundo Multiservices LLC Full time $36,000 per year

    About Texmundo Multiservices LLC:Texmundo Multiservices LLC has been proudly serving the Houston community for over 20 years, offering a full range of tax preparation, payroll, bookkeeping, and business services. Our success is built on integrity, accuracy, and outstanding client care. We are now seeking a motivated Appointment Setter to join our growing...

  • cold calling b2b appointment setter

    5 days ago

    Remote, Oregon, United States AMI Commercial Cleaning Full time $15,000 per year

    Very stable commercial cleaning company is looking to hire a part-time appointment setter to schedule appointments in SE PA & DE.Candidate MUST have COLD CALLING/APPOINTMENT setting experience. Candidates without this experience will not be considered. Candidates with cold calling in the janitorial services industry will be given top priority.This is a 1099...

  • Appointment Coordinator

    5 days ago

    Remote, Oregon, United States Man of War Full time $30,000 - $60,000 per year

    We are a growing personal development company looking for a motivated and organized Appointment Setter / Scheduler to join our team. Our ideal candidate is experienced in phone sales, CRM systems, and thrives in an organized, goal-oriented environment.Position Overview:The Appointment Setter / Scheduler will be responsible for making outbound calls,...

  • Appointment Setter

    4 days ago

    Remote, Oregon, United States Citywide Home Mortgage Full time $36,000 - $60,000 per year

    Job OverviewWe are seeking a motivated and dynamic Appointment Generator to join our team. In this role, you will be responsible for initiating contact with potential clients to schedule appointments for our sales team. Your ability to engage prospects through effective communication and negotiation skills will be key to driving business development and...

  • Appointment Setter

    5 days ago

    Remote, Oregon, United States American Eagle Store@Work Full time $33,840 - $175,200 per year

    OverviewAre you a dynamic communicator with a passion for connecting with people and driving business growth? We are seeking an energetic and motivated Appointment Generator to join our sales team In this role, you will be the vital link between potential clients and our sales pipeline, proactively reaching out to prospects, nurturing relationships, and...

  • Appointment Setter

    4 days ago

    Remote, Oregon, United States Neighbor Direct Full time $28,800 - $38,400 per year

    Calling on local high ticket businesses such as remodeling contractors, plastic surgeons, pool contractors, land and hard-scapers, etc. to set an appointments for advertising in our one of a kind publication sent to the most affluent homes in San Luis Obispo County.Job Types: Part-time, ContractPay: From $18.00 per hourExpected hours: 15 – 25 per...

  • High-Ticket Setter

    6 days ago

    Remote, Oregon, United States D-Fine Mind & Body Wellness Full time

    Role: High-Ticket Sales SetterLocation: Remote or in-house (flexible)Hours: Full-time, 35–40 hrs/week (some evenings & weekends for follow-up)About UsAt D-Fine Mind & Body Wellness, we help busy professionals and women in and around menopause transform their bodies and health through holistic, non-invasive treatments and coaching. We offer premium programs...

  • Setter for The Consistent 10K

    2 days ago

    Remote, Oregon, United States Social Curator Full time

    We have an opening for a Setter for The Consistent $10K This is an independent contractor role.Why would you want this job?You love connecting with people and sparking meaningful conversations that lead to big opportunities.You're energized by fast-paced, results-driven environments and love seeing your effort directly tied to outcomes.You take pride in your...

  • Professional appointment setters

    2 days ago

    Remote, Oregon, United States Awareness To Obtain Full time $50,000 - $500,000 per year

    Now Hiring: Remote Sales Professionals (Full-Time, Growth-Focused Role)We're expanding our sales team and looking for people who genuinely enjoy having real conversations, understanding someone's goals, and helping them make confident business decisions.In this role, you'll be speaking with business owners who have already expressed interest and scheduled...

  • Remote Appointment Setter Role

    5 days ago

    Remote, Oregon, United States View Movement Full time

    Earn $2,000–$4,000/month (OTE)We're View Movement a creative content agency helping personal brands and businesses grow with short-form video. We basically cut videos and post them for people to make it simple. ( You MUST be English speaking as your first language)We're hiring someone to make short, custom video messages for people who might want to work...