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At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
Our client is a company in the financial services industry looking for an Appointment Setter to support its business development efforts through outbound outreach and appointment generation.
We are looking for an Appointment Setter to generate interest and schedule qualified appointments through cold and warm calls. This role focuses on identifying and reaching potential prospects, building prospect lists, and using Salesforce and other software tools to support outreach efforts.
The ideal candidate has previous sales experience, strong communication skills, and the ability to build rapport with prospects quickly. They should be comfortable handling frequent rejection, working with new technologies, and experimenting with different approaches to identify and engage potential customers.
Make cold and warm calls to generate interest and schedule appointments with potential customers.
Identify and engage potential prospects to support the company's business development efforts.
Use Salesforce and other software tools to find contact information, build prospect lists, and organize outreach activities.
Research and identify potential contacts to expand prospecting opportunities.
Build rapport with prospects quickly through engaging, professional, and effective phone communication.
Communicate the company's services clearly to generate interest and encourage prospects to attend scheduled appointments.
Maintain organized prospect information and use available software tools to support outreach efforts.
Experiment with different prospecting approaches and adapt to new initiatives as the business evolves.
Stay open to learning new technologies and incorporating them into daily prospecting activities.
Work toward generating qualified appointments, with additional compensation tied to qualified appointments that are held.
At least 2 years of sales experience, ideally in outbound sales, appointment setting, or SaaS sales, with a proven track record of success.
Experience making cold and warm calls to generate interest and set appointments.
Strong communication skills and the ability to build rapport quickly with prospects.
Comfortable handling frequent rejection, particularly when selling a service rather than a tangible product.
Technically proficient and comfortable using Salesforce and other software tools to find contact information, build prospect lists, and support outreach efforts.
Open to learning new technologies, experimenting with different approaches, and adapting to new initiatives.
Outgoing, engaging, and able to establish connections with prospects quickly.
Strong English communication skills for phone-based outreach. Candidates with slight accents will also be considered.
Self-motivated and comfortable working in a small organization where initiative, adaptability, and the ability to work independently are important.
Willingness to explore new prospecting methods and build contact lists rather than relying exclusively on an established source of leads.
Nice to Have:
SaaS or software sales experience, particularly with modern sales technologies and techniques.
Experience in financial services or a similar industry.
Familiarity with contemporary prospecting tools and approaches.
Base compensation: $2,500 USD per month.
Performance-based compensation: $40 per qualified appointment held.
Discretionary year-end bonus.
Fully remote opportunity.
15 days of paid time off per year.
US holidays.