Appointment Setter

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.

Our client is a real estate investment company focused on helping accredited investors access real estate investment opportunities. The company has an established marketing ecosystem and a large CRM database of prospects who have previously engaged with its lead magnets, funnels, and marketing campaigns.

Role Overview

The Appointment Setter will engage new and existing prospects, converting interest into booked appointments for the sales team. The role primarily focuses on warm opportunities, including new inbound leads and prospects within the company's existing CRM database.

The ideal candidate is proactive, persistent, and highly responsive, with experience converting warm leads and managing consistent follow-up. Speed-to-lead is critical, with new inbound leads expected to be contacted within five minutes whenever possible. The role will also support LinkedIn outbound prospecting when inbound and database activity allows.

Location

Fully Remote | 9:00 AM - 5:00 PM EST

Key Responsibilities

Inbound Lead Follow-Up & Appointment Setting

• Contact new inbound leads within five minutes of opt-in whenever possible.

• Engage prospects through phone, SMS, email, and other appropriate channels.

• Convert interested prospects into booked appointments for the sales team.

• Maintain consistent follow-up with prospects who have expressed interest but have not scheduled an appointment.

• Re-engage prospects who have dropped out of the funnel or stopped responding.

Database Re-Engagement

• Proactively work through the company's existing CRM database of approximately 150,000 leads.

• Re-engage previous leads and identify opportunities to restart conversations.

• Maintain consistent follow-up with prospects at different stages of engagement.

• Assist with recovering and rescheduling missed appointment opportunities.

CRM & Pipeline Management

• Maintain accurate records of calls, conversations, follow-ups, and appointments.

• Manage prospect activity using GoHighLevel and/or Close.io.

• Organize follow-up tasks to ensure opportunities are not missed.

• Maintain clear visibility into prospect status and appointment activity.

Supplemental Outbound Prospecting

• Conduct LinkedIn prospecting when inbound and existing database activity allows.

• Identify relevant prospects and initiate conversations to generate additional appointments.

• Balance outbound prospecting with the primary responsibility of converting existing warm opportunities.

Qualifications

Experience

• 2+ years of experience in appointment setting, sales development, inside sales, or a similar phone-based sales role.

• Proven experience engaging and converting warm inbound leads.

• Experience working with and re-engaging existing CRM databases.

• Previous experience in real estate, investing, financial services, high-ticket sales, or a similar industry is strongly preferred.

Skills

• Strong phone presence and conversational sales abilities.

• Confidence in handling objections and maintaining consistent prospect follow-up.

• Ability to manage a high volume of daily calls and prospect interactions.

• Experience using GoHighLevel, Close.io, or similar CRM and dialing platforms is preferred.

• Ability to use LinkedIn for outbound prospecting.

• Strong CRM management and organizational skills.

• Ability to respond quickly to new leads and manage follow-up activities.

• Persistent and proactive approach to prospect engagement without being overly aggressive.

• Goal-oriented mindset focused on appointment-setting and conversion targets.

• Strong organizational discipline and attention to follow-up.

• Personable and confident when initiating prospect conversations.

• Ability to work independently with minimal day-to-day supervision.

What Success Looks Like

• New inbound leads are consistently contacted within the established speed-to-lead target.

• Warm inbound leads and existing database prospects are successfully converted into booked appointments.

• Older prospects who have not converted are consistently re-engaged.

• High levels of daily calling and follow-up activity are maintained without sacrificing conversation quality.

• CRM records remain accurate and organized, with minimal opportunities lost due to missed follow-up.

• Agreed-upon appointment-setting and activity targets are consistently achieved.

Opportunity

The Appointment Setter will have the opportunity to join a growing real estate investment company with an established marketing ecosystem and a substantial existing lead database. Rather than relying primarily on traditional cold calling, the role focuses on engaging prospects who have already demonstrated interest, while also providing opportunities to generate additional appointments through proactive outreach.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets