Remote | 16–20 Hours per Week - Monday to Friday - New Zealand Time-zone

About the Role

We are seeking a confident and results-driven Appointment Setter / Cold Caller to join a growing business advisory team. This role focuses on outbound calling to qualified business buyers, introducing investment opportunities, qualifying prospects, and securing signed Non-Disclosure Agreements (NDAs).

This is an excellent opportunity for someone with strong communication skills who enjoys speaking with people, following a structured sales process, and contributing directly to business growth.

The initial workload will be approximately 16 hours per week, with strong potential to increase hours as the business continues to expand.

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Key Responsibilities

• Conduct outbound calls to pre-qualified business buyers from provided contact lists.
• Follow a proven call script to introduce business acquisition opportunities.
• Qualify prospects and determine their level of interest.
• Present teaser information while maintaining confidentiality.
• Send NDAs to interested prospects.
• Follow up with prospects until signed NDAs are received.
• Maintain accurate notes and activity within the CRM.
• Coordinate with the sales team regarding qualified buyers.
• Meet activity and conversion targets.
• Build and maintain professional relationships with prospective buyers.

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What You'll Be Working On

You'll be responsible for:

• Contacting prospective buyers from supplied databases.
• Qualifying whether they are suitable purchasers.
• Explaining high-level business information.
• Encouraging prospects to sign an NDA before receiving a detailed Information Memorandum.
• Consistently following up until the process is completed.

Success in this role will primarily be measured by the number of qualified conversations and signed NDAs generated.

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Requirements

Required

• Previous experience in:
  • Cold Calling
  • Appointment Setting
  • Telemarketing
  • Outbound Sales
  • Lead Generation
• Excellent spoken English with a clear, neutral, and professional accent.
• Strong interpersonal and relationship-building skills.
• Comfortable speaking with business owners and decision-makers.
• Highly organized with strong follow-up skills.
• Self-motivated and able to work independently.
• Reliable internet connection and own computer.
• Ability to follow scripts while communicating naturally.
• CRM experience preferred.

Preferred

• B2B sales experience.
• Experience with business brokerage, financial services, professional services, or commercial sales.
• Experience using CRM systems such as Pipedrive or similar platforms.
• Experience working remotely.

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What We Offer

• Remote work environment.
• Flexible part-time schedule (approximately 16–20 hours weekly).
• Opportunity for increased hours as business demand grows.
• Long-term career growth within multiple business ventures.
• Comprehensive onboarding and training.
• Scripts, contact lists, and sales materials provided.
• Performance-based incentives and bonus opportunities tied to signed NDAs and campaign success.