Client Overview

Our client is an expanding financial advisory firm based in Australia, specializing in capital markets advice, equity solutions, and financial services. Backed by an established hybrid onshore/offshore sales infrastructure, they are expanding their outbound appointment setting operations to capture growing market demand. The firm supplies all pre-qualified leads, phone dialer tools, and Salesforce CRM infrastructure needed for success.

Role Purpose

This high-energy, performance-driven sales position focuses on high-volume outbound calling to convert pre-qualified leads into qualified appointments for Senior Financial Advisors. Operating 4 hours per day across Monday to Friday during New South Wales (AEST/AEDT) business hours, the specialist will leverage established sales scripts and phone dialers to meet daily call and appointment metrics—offering lucrative commission incentives on top of a base rate, with a clear path to full-time transition based on performance.

Schedule

• Monday to Friday, 4 hours per day New South Wales, Australia (AEST / AEDT); 20 hours per week

Key Responsibilities

• Outbound Calling & Lead Generation: Conduct consistent, high-volume outbound calls to company-provided pre-qualified leads using automated phone dialer software.
• Appointment Setting: Qualify prospective clients and schedule confirmed meetings for Senior Financial Advisors and Business Development Managers.
• CRM Data Management: Maintain precise records of call outcomes, prospect interactions, and follow-ups within Salesforce CRM.
• KPI & Target Execution: Consistently hit daily and weekly call volume, connect rate, and appointment-setting performance targets to earn uncapped commissions.
• Script & Process Execution: Apply proven sales scripts and objection-handling techniques to effectively communicate capital markets advisory value propositions.
• Sales Team Collaboration: Participate in pipeline reviews and collaborate with sales leadership to optimize lead-to-appointment conversion strategies.

Requirements

• Proven Appointment Setting Experience: Demonstrated track record in cold calling, phone sales, telemarketing, or appointment setting roles.
• High-Volume Call Stamina: Comfortable and effective making dense outbound calls daily in a fast-paced environment.
• Salesforce & Dialer Proficiency: Practical experience navigating CRM systems (preferably Salesforce) and integrated phone dialer platforms.
• Sales Communication Skills: Exceptional verbal English skills with strong phone presence, active listening, and objection-handling capabilities.
• NSW Timezone Availability: Ability to work a fixed 4-hour daily shift, Monday through Friday, aligned with New South Wales, Australia business hours.

Preferred Qualifications

• Prior experience in financial services, capital markets, wealth management, or corporate advisory telesales.
• Experience working within commission-based sales structures or international remote teams.

Independent Contractor Perks

• Commission-based incentives 
• Permanent Work from Home
• Immediate Hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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