Outbound Sales Appointment Setter (Property Investment)

About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.
Requirements
Key Responsibilities

- Contact warm inbound leads generated through digital marketing campaigns.

- Conduct professional qualification calls using a structured sales script.

- Build rapport and establish trust with prospective clients.

- Gather information about each prospect's financial position, property ownership and retirement goals.

- Perform simple financial calculations during conversations, including:

- Property equity

- Outstanding debt

- Basic retirement income calculations

- Tax-related calculations using provided tools

- Assess whether prospects meet qualification criteria.

- Book qualified appointments for Financial Strategists.

- Accurately capture notes and update CRM records.

- Meet weekly appointment booking and performance targets.

- Maintain high call quality and compliance standards.

- Participate in ongoing coaching, training and team meetings.

Requirements

- Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.

- Strong verbal communication skills with a clear, neutral English accent.

- Confident handling high volumes of outbound calls.

- Comfortable discussing financial topics with customers.

- Good numerical ability and financial literacy.

- Ability to perform basic calculations quickly during customer conversations.

- Highly target-driven and motivated by performance incentives.

- Able to work independently in a fully remote environment.

- Strong organisational and time management skills.

- Stable internet connection and a dedicated home office.

- Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

- Financial Services

- Banking

- Insurance

- Mortgage Broking

- Property Investment

- Wealth Management

- Debt Review

- Collections

- Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.
Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

- GoHighLevel (GHL)

- Predictive Diallers

- CRM Software

- Microsoft Office

- Google Workspace

What We're Looking For
The ideal candidate is:

- Friendly and engaging on the phone

- Naturally persuasive without being aggressive

- Resilient and comfortable handling objections

- Coachable and eager to learn

- Professional and reliable

- Self-motivated while working remotely

- Comfortable working towards KPIs and sales targets

- Passionate about delivering an excellent customer experience

Benefits
Benefits

- Permanent remote opportunity

- Competitive salary paid in AUD

- Performance bonuses and incentive programmes

- Comprehensive paid training

- Career growth opportunities within a rapidly expanding international business

- Supportive and collaborative team environment

- Long-term career progression as the business continues to scale

Originally posted on Himalayas