Appointment Setter — Financial Services (Remote)

About 212 Wealth Management 212 Wealth Management is a fiduciary registered investment advisor helping clients plan for a confident, comfortable retirement. The Role We are looking for an experienced appointment setter to make outbound calls to warm leads who have downloaded our free retirement planning guide. These are not cold calls — every lead has voluntarily provided their contact information and expressed interest in retirement planning. Your job is to have a brief, friendly conversation and book a free 30 minute retirement consultation with one of our fiduciary advisors. What You'll Do Make outbound calls to warm leads during two daily windows — morning and afternoon Follow a provided call script and objection handling guide Book qualified leads directly into our calendar Log all call activity in GoHighLevel (GHL) — our CRM platform Update lead status after every call — answered, voicemail, booked, not interested Send a brief daily summary of calls made, appointments booked, and notable conversations What We're Looking For Proven experience in appointment setting or outbound phone sales Comfortable and confident on the phone — warm, professional, and persistent Financial services or insurance background preferred but not required Experience with CRM software — GoHighLevel experience a plus US based Reliable, self-motivated, and detail oriented Compensation Hourly rate: $20-30 per hour depending on experience Performance kicker: $20 bonus for every booked and confirmed consultation This is an ongoing role with consistent daily lead flow for the right candidate What We Provide Warm leads daily — no cold prospecting required Full call script and objection handling guide Access to GoHighLevel CRM with all lead information Direct support from the founding advisor