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.

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

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