Experienced Cold Caller / Appointment Setter – U.S. Retirement Planning Leads

Experienced Cold Caller / Appointment Setter – U.S. Retirement Planning Leads Immediate 2–3 Day Paid Trial | Potential Ongoing Work We are looking for an experienced professional cold caller / appointment setter for an immediate paid trial working with U.S.-based retirement-planning leads. This is NOT a general virtual assistant position. We are specifically looking for someone who has professional experience with: * Cold calling * Appointment setting * Lead reactivation * Telemarketing * Outbound sales The leads previously responded to retirement-planning marketing campaigns. However, some inquiries may be several months old, so you must be comfortable speaking with prospects who may not immediately remember submitting their information. Your job is not to sell financial products or provide financial advice. Your primary objective is to reconnect with prospects and schedule qualified appointments with the advisor. Live warm transfers may also be available during specific approved time windows. ⸻ Immediate Paid Trial We would like to hire someone as soon as possible. Preferred Calling Dates * Thursday, August 27 * Friday, August 28 * Saturday, August 29 Primary Objective Generate qualified appointments for: * Monday, August 31 * Tuesday, September 1 The advisor will be available on those dates to personally handle scheduled retirement-planning conversations. Call Volume * Approximately 40 call attempts per day * Target of 80–120 verified call attempts * 2–3 calling days depending on hiring/onboarding date * Calls made during approved U.S. Pacific Time business hours If hired in time for all three calling days, the target will be approximately 120 calls. If onboarding allows only two calling days, the initial target may be approximately 80 calls. Quality is more important than rushing through the lead list. ⸻ Compensation Full 3-Day Trial $75 guaranteed base pay for approximately 120 properly completed and documented call attempts. Reduced 2-Day Trial If the hiring/start date only allows approximately 80 calls over two days, the base trial compensation will be adjusted accordingly. Performance Bonuses In addition to base compensation: * +$10 for each qualified appointment booked * +$10 for each successful live warm transfer * +$10 additional bonus if the booked appointment actually takes place * +$10 additional bonus if a live transfer develops into a substantive conversation with the advisor A single successful prospect can therefore generate up to $20 in performance bonuses. Appointments or transfers that are misleading, pressured, unqualified, or made without the prospect clearly agreeing will not qualify for bonuses. ⸻ Primary Goal: Appointment Setting The main purpose of this project is to fill the advisor’s appointment calendar. Live transfers are secondary. When the advisor is unavailable for immediate transfers, your job is simply to schedule the prospect for an available appointment. During specific approved live-transfer windows, you may offer the prospect the opportunity to speak with the advisor immediately. You will always be told in advance when live transfers are available. ⸻ What Counts as a Qualified Appointment? A qualified appointment requires ALL of the following: * You spoke directly with the correct prospect * The prospect understands why they are being contacted * The prospect indicates they are open to discussing retirement planning * The prospect knowingly agrees to speak with the advisor * A specific appointment date and time are confirmed * The prospect’s correct phone number is confirmed * Email is confirmed when available * The prospect understands they will be speaking with a retirement-planning advisor * The appointment is properly entered into the scheduling system * Accurate notes from the call are documented Statements such as: “Call me sometime next week.” do not count as qualified appointments unless a specific date and time are ultimately confirmed. ⸻ What Counts as a Successful Live Transfer? A successful live transfer requires: * You speak directly with the correct prospect * The prospect understands the purpose of the call * The prospect agrees to speak with the advisor right now * You clearly tell the prospect they are being connected with the advisor * You successfully connect both parties * You introduce the prospect and advisor * The prospect remains on the line and begins speaking with the advisor Blind transfers do not count. Simply sending the advisor the prospect’s phone number does not count as a live transfer. ⸻ Call Documentation Every call attempt must be accurately tracked. Typical dispositions may include: * No Answer * Voicemail * Disconnected Number * Wrong Number * Not Interested * Call Back * Appointment Scheduled * Successful Live Transfer * Do Not Call If you speak with a prospect, brief and useful notes should be recorded. Any prospect who requests not to be contacted again must be immediately marked DO NOT CALL. ⸻ Ideal Candidate We are specifically looking for someone who considers telemarketing / appointment setting a professional skill. Strong candidates will have experience in one or more of the following industries: * Insurance * Financial services * Medicare * Retirement services * Real estate * Mortgage * Solar * Home services * B2B prospecting * Other high-volume outbound sales environments Experience calling U.S. consumers is strongly preferred. ⸻ Requirements You must: * Have professional cold-calling experience * Speak fluent, clear, natural English * Be easily understood by U.S. consumers * Have experience speaking with American prospects * Sound conversational rather than simply reading from a script * Be confident handling objections * Be comfortable with rejection * Have strong listening skills * Be professional when speaking with older adults and retirement-age prospects * Follow scripts and instructions carefully * Maintain accurate call notes * Have a reliable computer and internet connection * Have a quality headset * Work from a quiet, professional calling environment * Be available during agreed Pacific Time calling hours * Be comfortable using calling/dialing software Experience using systems such as RingCentral, Dialpad, Aircall, GoHighLevel, Five9, or similar platforms is a major plus. ⸻ Important Role Limitations This is an appointment-setting and lead-contact role only. You must NOT: * Present yourself as a licensed financial advisor * Present yourself as a licensed insurance agent * Recommend insurance or financial products * Give investment advice * Explain annuity products * Quote rates or returns * Discuss specific product guarantees, bonuses, or riders * Recommend what a prospect should do with their money * Conduct a detailed financial fact-find * Ask prospects how much money they are willing to invest * Tell a prospect that they “qualify” for a financial product * Pressure prospects into booking appointments If a prospect asks a financial or product-specific question, you will simply refer that question to the advisor. ⸻ Calling Setup You must have the equipment necessary to perform professional outbound calling. Please tell us: * What calling systems you have used * Whether you have experience calling U.S. phone numbers * Whether you have experience performing live warm transfers * Whether you have previously worked with a U.S.-based caller ID/calling platform A legitimate U.S.-based calling solution will be used. Caller ID spoofing is not permitted. ⸻ TO APPLY – PLEASE READ CAREFULLY Please include ALL of the following in your application. Applications that ignore these instructions may not be considered. 1. Cold-Calling Experience Tell us: * How many years you have been professionally cold calling * Which industries you have called for * Whether you have called U.S. consumers * Your typical daily call volume * Your appointment-setting experience * Your live-transfer experience ⸻ 2. Previous Results Give us one example of a cold-calling campaign you previously worked on. Please include, if known: * Approximate number of calls * Number of appointments generated * Type of prospects being contacted We understand results vary by campaign. We are looking for genuine experience, not exaggerated promises. ⸻ 3. Calling Technology Tell us which: * Dialers * CRMs * VoIP platforms * Telephone systems you have previously used. ⸻ 4. VOICE SAMPLE – REQUIRED Please provide a short audio recording. Read the following naturally as though you were actually speaking to a U.S. prospect: “Hi, may I speak with David? Hi David, my name is [your name], and I’m calling on behalf of Retire Wise at Shalom Advisors. I’ll keep this brief. At some point, you responded to one of our retirement-planning campaigns requesting information, and we’re following up to see whether that’s still something you’d be interested in discussing.” Do not simply read this as quickly as possible. We are evaluating: * Clarity * Natural conversation * Confidence * Tone * Pace * Professionalism ⸻ 5. OBJECTION TEST Please respond naturally to this prospect: “I don’t remember filling anything out, and I’m not really sure what this is about.” Write exactly what you would say next on the phone. Do not use AI-generated sales language or copy a generic objection-handling script. We want to see how YOU naturally communicate. ⸻ Final Note We are not simply looking for someone who can dial telephone numbers. We are looking for an experienced appointment setter who knows how to communicate with people, handle rejection professionally, build rapport quickly, and turn difficult outbound conversations into legitimate opportunities for an advisor. If your main experience is general administrative VA work and you only occasionally make calls, this position is probably not the right fit. If cold calling and appointment setting are skills you have developed professionally, we would like to hear from you. Strong performance during this trial may lead to additional and ongoing work.