Appointment Setter | LinkedIn Lead Generation Specialist | Cold Caller

Posted last week

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I’m a financial advisor looking for a proactive and results-driven appointment setter to help grow my practice by generating qualified leads and booking meetings directly on my calendar. About My Practice I specialize in working with healthcare professionals, primarily men and women in their 30s and 40s, including: * Nurses * Resident physicians * Fellows * Physicians and other medical professionals My goal is to educate busy healthcare professionals on financial planning and help them build long-term financial security. Responsibilities * Source qualified prospects using LinkedIn. * Send personalized outreach messages to prospective clients. * Cold call qualified leads to introduce my services and build rapport. * Qualify prospects based on my ideal client profile. * Schedule appointments directly on my calendar. * Track outreach activity and maintain accurate records in a CRM or spreadsheet. * Consistently follow up with prospects to maximize appointment conversions. Ideal Candidate * Experienced with LinkedIn lead generation and prospecting. * Comfortable making outbound cold calls. * Excellent English communication skills (written and verbal). * Professional, personable, and confident on the phone. * Self-motivated, organized, and results-oriented. * Previous appointment-setting, sales development, or financial services experience is a plus. Success Metrics * Generate and book 15 qualified appointments per week with ideal-fit prospects. * Maintain high-quality conversations and accurate scheduling. * Focus on quality over quantity—appointments should be with individuals who match my target market and have genuine interest in meeting.

  • $1,000.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Lead Generation
Data Entry
Nice-to-have skills
English
Sales
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:last week
  • Interviewing:
    1
  • Invites sent:
    11
  • Unanswered invites:
    4
About the client
Member since Jul 14, 2026
  • United States
    9:02 AM
  • Finance & Accounting
    Large company (1,000+ people)

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