Appointment Setter
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Job Description
GHL lead specialist managing CRM automation, outreach, and appointments. Supporting a US retirement planning and annuity advisory firm’s client pipeline.
Responsibilities:
- Manage and organize leads within GoHighLevel
- Reactivate existing leads through strategic outreach
- Maintain accurate records and update prospect information
- Track lead progression throughout the sales funnel
- Build and manage email and SMS campaigns using GoHighLevel
- Create automated workflows to engage prospects consistently
- Adapt messaging based on market trends and economic conditions
- Use AI tools to develop campaign content and hooks
- Contact prospects through calls, emails, and text messages
- Qualify leads based on established criteria
- Schedule consultations and follow-up appointments with the advisor
- Work toward weekly appointment generation goals
- Follow up with prospects after consultations
- Confirm receipt of educational materials and packages
- Answer basic questions and escalate complex inquiries
- Monitor campaign effectiveness and suggest improvements
- Optimize workflows and outreach strategies
- Identify opportunities to improve engagement and appointment rates
- Execute responsibilities independently while remaining accountable for results
Requirements:
- C1 English level required; speaking strictly in English during the whole shift
- Resume and audio recording must be submitted in English
- Previous experience using GoHighLevel for CRM management and campaign creation
- Experience in appointment setting, lead qualification, or sales support
- Strong verbal and written English communication skills
- Experience creating email and SMS automation campaigns
- Ability to manage multiple follow-ups and maintain organized records
- Comfortable making outbound calls and interacting with clients professionally
- Strong understanding of sales processes and customer engagement
- Ability to work independently with minimal supervision
- Availability to work Monday through Thursday from 9:00 AM to 5:00 PM Eastern Time
- Neutral accent required for LATAM candidates
- Preferred: experience in financial services, insurance, retirement planning, or related industries
- Preferred: familiarity with AI tools such as ChatGPT or Claude
- Preferred: experience analyzing market trends to develop targeted messaging
- Preferred: background working with CRM-based marketing automation
- Preferred: experience handling sensitive customer information confidentially and professionally
- Publicly accessible 30–90 second English audio or video recording required
- Internet speed test screenshot required
Benefits:
- Performance-based bonuses
- Remote work arrangement
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