Job Overview

Our client is looking for a Cold Caller / Appointment Setter to own the re-engagement side of the investor outreach pipeline — picking up where initial conversations left off and turning cold or missed leads into booked meetings with the fund manager. You will work a structured daily call list, log every interaction with precision in the CRM, and use scheduling tools to place qualified prospects directly onto the calendar. Your consistency and professionalism on the phone will be the engine that keeps investor meetings flowing and the pipeline moving forward.

Client Overview

This is a growing real estate investment and capital-raising firm that connects qualified investors with high-value fund opportunities. The team operates with a lean, high-performance outreach model and is scaling its investor pipeline through proactive, relationship-driven engagement. They are modernising their CRM infrastructure and need a sharp communicator to keep their lead pipeline warm and conversion-ready.

Schedule

• Monday - Friday, 9:00 AM - 1:00 PM PST (20 work hours per week)

Responsibilities:

• Conduct outbound follow-up calls to leads who missed scheduled meetings or have gone inactive
• Re-engage dormant prospects and guide them toward booking a new appointment
• Log all call outcomes and lead statuses accurately within the CRM
• Use scheduling tools to book qualified leads directly onto the fund manager's calendar
• Maintain a consistent daily call volume across multiple lead segments
• Collaborate with the team to ensure follow-up cadences align with the overall outreach strategy

Requirements:

• Experience with GoHighLevel or similar CRM platforms for call logging and lead management
• Familiarity with Calendly or comparable scheduling tools
• Excellent spoken English with a neutral, professional phone presence
• Strong reliability and consistency in daily call activity
• High level of attention to detail when updating lead records
• Ability to work independently with minimal supervision

Qualifications:

• Prior experience in financial services, investment, or capital-raising outreach environments
• Hands-on experience specifically with GoHighLevel, including pipeline management and automated follow-up sequences
• Experience working with tiered or segmented lead lists and adapting your pitch based on prospect history

Independent Contractor Perks

• 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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.