Appointment Setter

Appointment Setter at R&N Financial Planning

R&N Financial Planning is looking for a driven Appointment Setter to work directly with our two Wealth Planners, Raphael and Nik. Your only job: keep our diaries full of qualified, ready to talk prospects. If you're a natural on the phone, love the thrill of the close, and want uncapped earning potential, this is for you.

The Role

You'll be reaching out to warm and cold leads, qualifying prospective clients, and booking appointments directly into our calendars. This is not a sales closing role. You set the meeting, we handle the rest. Your success is measured simply: how full is our diary, and how good are the appointments in it.

What you'll do

• Contact prospective clients via phone, email, or social outreach
• Qualify leads against our ideal client criteria
• Book confirmed appointments directly into our calendars
• Follow up to minimise no shows and reschedules
• Hit weekly and monthly KPIs on appointments set and show up rate
• Keep accurate records of outreach and pipeline activity

What We're Looking For

• Proven experience as an appointment setter, SDR, telemarketer, or similar outbound role (financial services experience a plus, not required)
• Excellent phone manner and written communication
• Self motivated. You thrive without someone watching over your shoulder
• Comfortable working to targets and KPIs
• Reliable internet connection and a quiet space to work
• Familiarity with CRM and calendar tools (or willingness to learn)

Compensation and Perks

• Uncapped earning potential. The more diaries you fill, the more you earn
• 100% remote. Work from anywhere
• KPI based bonuses for hitting and exceeding targets
• Flexible hours, results focused culture
• Direct mentorship from experienced Wealth Planners

Who You'll Work With

You'll be setting appointments directly for Raphael and Nik, both practicing Wealth Planners, connecting them with prospective clients ready to talk about their financial future.

Interested? Send your CV and a short note on your appointment setting experience to ***email_hidden*** and [email protected].