SDR / Appointment Setter

Job Title: SDR / Appointment Setter

Location: Remote – Latin America Preferred

Type of Contract: Contractor (Full-Time, ET/CT Hours)

Salary Range: $2,000/month base + strong commission (OTE potential)

Language Requirements: Impeccable spoken and written English

We are seeking a skilled SDR / Appointment Setter with strong outbound calling experience and exceptional English communication skills to join our growing team. You will play a key role in engaging high-net-worth financial advisors at major wirehouses and booking qualified appointments. Your work will directly impact pipeline generation and revenue growth.

Key Responsibilities

• Conduct high-volume outbound calls to financial advisors at firms such as Morgan Stanley, Merrill Lynch, and Wells Fargo.
• Qualify prospects and schedule appointments for senior team members.
• Follow structured scripts and SOPs to ensure consistent messaging and performance.
• Manage outreach campaigns using Apollo and track call activity via JustCall.
• Maintain organized workflows and reporting in ClickUp.
• Handle objections professionally and build rapport with high-level prospects.
• Collaborate closely with the Senior Caller and internal team to optimize outreach performance.

Must-Have Qualifications

• Proven experience in SDR, appointment setting, or outbound sales.
• Impeccable spoken and written English (near-native fluency required).
• Strong phone presence and confidence speaking with high-level professionals.
• Experience using tools such as Apollo, JustCall, and ClickUp (or similar platforms).
• Ability to follow scripts while adapting naturally in conversations.
• Highly organized, disciplined, and results-driven.
• Availability to work full-time in ET/CT hours.

Preferred Qualifications

• Background in finance, banking, or working with financial advisors.
• Experience selling into or interacting with wirehouse firms (e.g., Morgan Stanley, Merrill Lynch, Wells Fargo).
• Track record of consistently meeting or exceeding appointment-setting or sales targets.
• Experience working in remote, contractor-based environments.