Open Role · Remote · Financial Services
SDR Appointment Setter
Apply NowWe build full-stack client acquisition systems for financial advisors. The leads are coming in. The scripts are proven. We need a setter who follows the process and books qualified meetings on the calendar.
The Role
You will work warm inbound leads from established $2M+ financial advisory firms. These are real businesses with real pipelines. Your job is to qualify prospects and book them on the calendar. The system is built. The scripts are written. You plug in, follow the process, and execute consistently.
What We Are Looking For
- At least 1 year of sales experience. You have been on the phone and can handle objections.
- Coachable. You follow a proven process over personal preference.
- Available during US business hours and ready to engage leads while they are warm.
- A direct communicator. You say what you mean and follow through.
- Process-driven. Structured environments bring out your best work.
What You Get
What It Is Like to Work Here
We are a small, focused team scaling fast. No bureaucracy, no middle management, no hiding behind process. You will have direct access to the CEO, a front-row seat to how the business operates, and full visibility into every moving piece.
We hold a high standard for our clients, for each other, and for ourselves. If you want to coast, this is not the place. If you want to be surrounded by top performers who move fast, take full accountability for their results, and care about the outcome, you will fit right in.
Apply
We respond to everyone within 7 days. Follow the instructions exactly or you will not be considered.