Outbound Sales Appointment Setter (Property Investment)

About this role

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