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.

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

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• 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