[Hiring] Appointment Setter @Scale Army Careers

Role Description

This role involves contacting warm leads, qualifying prospects, scheduling appointments for senior sales representatives, and assisting with client onboarding when needed.

• Contact warm leads generated primarily through Facebook ads.
• Make 50–150 dials per day.
• Conduct 5–15 minute qualification calls.
• Ask scripted qualification questions and address high-level inquiries.
• Clearly articulate information in polished, professional English.
• Schedule appointments for senior sales representatives.
• Manage leads and scheduling inside Go High Level (CRM).
• Accurately document call outcomes and next steps.
• Assist new clients through onboarding in Tribexa.
• Guide clients through documentation and account setup.
• Conduct Zoom calls to walk clients through deal documents and system access.
• Provide additional clarity and support to elderly clients when needed.
• Maintain a confident and professional presence on Zoom.
• Deliver a high-comfort experience for high-net-worth individuals.

Qualifications

• 2+ years of appointment setting experience.
• Strong experience handling warm outbound calls.
• Experience working with high-value or financial clients is a plus.
• Experience with Go High Level strongly preferred.
• Experience using Zoom for client-facing onboarding.
• Fluent or near-native English with strong verbal articulation.
• Ability to follow scripts while sounding natural and professional.
• Detail-oriented and process-driven mindset.
• Comfortable making high-volume daily calls.
• Professional demeanor and confident presentation in virtual environments.

Requirements

• Must be available to work during U.S. business hours aligned with the client’s time zone.

Opportunity

This role offers the opportunity to work directly with high-net-worth and accredited investor clients in a structured, performance-driven environment. You will play a critical role in the sales process, ensuring qualified prospects are properly scheduled and supported through onboarding. The position provides full-time stability, clear expectations, and the chance to develop expertise in high-value client communication and CRM management.

Application Process

• Fill in the application form.
• Record a video showcasing your skill sets.