Appointment Setter (Financial Services) | BruntWork | United States Full Time

Responsibilities

• Conduct outbound cold calling to business owners.
• Introduce and explain merchant cash advance products.
• Gather sensitive business information from potential clients.
• Build rapport quickly with business owners.
• Navigate objections related to sharing financial information.
• Input and manage prospect information in the CRM system.
• Follow up with potential clients to move them through the pipeline.
• Meet performance metrics for call volume and lead generation.
• No closing – purely appointment setting.

Requirements

• Previous experience in outbound sales, preferably in financial services.
• Must have appointment setting experience.
• Strong phone presence and excellent communication skills.
• Ability to explain complex financial products in simple terms.
• Experience using CRM systems and auto-dialers.
• Comfortable handling sensitive financial information with discretion.
• Resilient and able to handle rejection in a cold-calling environment.
• Basic understanding of business finance and lending concepts.
• Ability to work independently and as part of a team.

Benefits

• HMO Coverage for eligible locations.
• Permanent work from home.
• Immediate hiring.
• Steady freelance job.