Appointment Setter for Jo Ong

What You'll Do



Lead Outreach & Prospecting (40%)

Make outbound calls, send emails, and follow up with warm and cold leads provided by the practice

Contact referred prospects and individuals who have expressed interest in financial planning services

Re-engage dormant or lapsed client relationships on behalf of the advisor



Appointment Scheduling (35%)

Schedule introductory meetings, discovery calls, and review appointments for the financial advisor

Manage the advisor's calendar and ensure appointments are confirmed and properly documented

Send appointment reminders and handle rescheduling as needed



Lead Qualification & CRM (15%)

Ask qualifying questions to assess prospect needs, financial situation, and readiness to engage

Record accurate notes in the CRM system regarding each prospect's profile and conversation history

Prioritize and segment leads based on quality and likelihood to convert



Reporting & Collaboration (10%)

Prepare daily call logs, appointment summaries, and pipeline activity reports

Coordinate with the advisor's team to ensure seamless handoff of booked appointments

Suggest improvements to outreach scripts and processes (we actually listen)



What You Bring



Must-Haves

Minimum 1–2 years of experience in a sales, customer service, or appointment-setting role

Excellent verbal and written communication skills

Confident and professional telephone manner

Strong organizational skills with the ability to manage a busy schedule

Comfortable working with CRM software and scheduling tools

Self-motivated with a results-driven mindset



Nice-to-Haves

Experience working within financial services, insurance, or a professional services environment

Familiarity with financial planning concepts and terminology

Experience with CRM platforms such as Salesforce, Redtail, Wealthbox, or HubSpot

Proven track record of meeting or exceeding appointment-setting targets



Compensation:

Paid: SGD 800/month



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