Appointment Setter Sales Development Representative

Appointment Setter

About the Role

We are seeking an enthusiastic, results-driven Appointment Setter to join our team You'll be the first voice prospective patients hear, guiding them from initial inquiry to scheduled appointments and helping them take the first step toward their dream smile.

Responsibilities

Lead Management & Outreach

• Manage incoming and outgoing calls to prospective patients using our CRM system
• Follow up extensively with leads over prolonged periods of time to maximize conversion
• Respond promptly to inquiries via phone, text, and email
• Maintain a clean and organized pipeline of leads in the CRM with detailed notes
• Available Monday-Saturday to hit call targets, email nurture, and prospect as needed
• Prospect and research leads' information to tailor personalized outreach messaging

Qualification & Scheduling

• Pre-qualify prospective patients based on orthodontic needs and insurance/payment criteria
• Schedule appointments efficiently using our Practice Management System (PMS)
• Confirm upcoming appointments and reduce no-show rates through proactive outreach
• Coordinate with treatment coordinators on qualified leads ready for consultation

Performance & Accountability

• Understand, meet and exceed targets, key performance indicators (KPIs), and critical success factors
• Track and report daily statistics - stat sheet updated by EOD and sent to Management
• Attend one training/feedback session per week with coach
• Stay current on orthodontic treatment options, financing, and promotional offerings
• Continuously improve conversion rates through refined communication techniques
• Follow all internal communication cycles properly

Results & Key Performance IndicatorsDaily/Weekly Metrics

• Call target per day is hit and tracked
• Target of qualified appointments booked per month is achieved
• Stat sheet is updated by EOD and sent to Manager
• All patient interactions are properly documented in CRM
• All internal communication cycles are properly followed

Performance Standards

• Reduced no-show rate through effective confirmation protocols
• CRM data accuracy and completeness maintained at all times
• Pipeline is well-organized and can be observed by Sales Lead and Manager
• Patient show rate consistently meets or exceeds benchmarks (bonus eligible)
• Patient conversion to treatment tracked (bonus eligible)

Requirements

Must-Have Experience & Skills

• 6+ months experience in an SDR/BDR role preferred (appointment setting, inside sales, or similar)
• Exceptional over the phone (this is a non-negotiable requirement)
• Excellent communication skills both verbal and written, Spanish
• Efficient with email and texting - able to manage multi-channel outreach
• Must be great at presenting discussing options and benefits overcoming objections
• Experience in healthcare setting (a plus but not required)

Core Competencies

• Excellent at building rapport instantly with prospective patients
• Highly persistent when faced with objections - doesn't take "no" personally
• Desire to learn sales and improve closing techniques continuously
• Open to learning new processes in sales and patient acquisition
• Self-sufficient and able to properly manage one's own time
• Proficient with CRM systems and learning new software quickly
• Comfortable with technology (PMS, scheduling systems, multi-line phones)

Personal Attributes & Work Style

• Take personal health very seriously and understand the life-changing impact of orthodontic care
• Routine driven - thrives in a structured, metrics-based environment
• Open to growing rapidly within the organization
• Well organized and able to maintain a pipeline that can be observed and understood by Sales Lead and Manager
• Enthusiastic attitude and genuine passion for helping people
• Reliable with consistent attendance and punctuality
• Team player who communicates effectively with colleagues
• Professional demeanor with a patient-first attitude

Location & Schedule

Location: In-house position : Miramar FL

(Broward and Palm Beach County locations available)

Schedule:

• Monday - Friday: 8:00 AM - 5:00 PM
• Available Monday - Saturday to hit call targets and outreach goals as needed

Requirements:

• Reliable transportation
• MUST BE FLUENT IN SPANISH (DO NOT APPLY IF NOT BILINGUAL)
• Must reside in Broward or Palm Beach County area

Compensation & Bonuses

Base Wage: $12.00 per hour

Uncapped Bonus Structure

• Booking Bonus: Earn per qualified appointment booked
• Show Bonus: Additional bonus when booked patient shows up for appointment
• Conversion Bonus: Bonus when patient converts to treatment and starts care

Earning Potential: High performers can significantly increase their income through our uncapped bonus program Top performers regularly exceed base earnings through consistent bookings and conversions.

Why Join

• Help people achieve confident, beautiful smiles that change their lives
• Clear performance metrics with transparent bonus opportunities
• Weekly coaching and training sessions to accelerate your growth
• Supportive team environment with structured feedback cycles
• Opportunity to grow within a thriving setting
• Work with a team that values personal health and wellness

How to Apply

Ready to make a difference and earn great incentives? We want to hear from you

Please submit:

• Your resume & Application through indeed . highlighting SDR/BDR or appointment setting experience
• Brief cover letter explaining why you'd excel in this role
• Contact information for references

Pay: $12.00 per hour

Expected hours: 40 per week

Benefits:

• Paid training

Experience:

• Appointment setting (SDR) : 1 year (Preferred)

Language:

• Spanish (Required)

Ability to Commute:

• Miramar, FL Required)

Work Location: In person