B2B Appointment Setter

Join our dynamic team as a B2B Appointment Scheduler, where your energetic communication skills will drive meaningful business connections. In this role, you will be responsible for engaging with prospective clients through outbound calling, scheduling high-quality appointments for our broker team.

We are seeking a dynamic and detail-oriented Appointment Scheduler to join our team. In this in person role, you will call business owners and ask if they've ever thought about selling the business.

If so, have a quick conversation with them and set an in-person or phone appointment for the Broker to meet with them.

If you're comfortable making a lot of calls, we'll provide training, a call list and everything you will need to be a success.

Important qualifications:
Those with background that is mostly healthcare, CNA, and education are NOT encouraged to apply.

Bonus
- If your appointment leads to a successful sale of that company, you will get a bonus of an extra weeks pay.

Dress is business casual and we are in a friendly office environment.

Schedule
- Monday thru Friday, 8:30am to 4:30pm. We do not do nights and weekends or overtime. We also pay holiday pay for most major holiday's. This is a Full Time position.

• Conduct outbound calls to potential business clients using CRM to generate interest and qualify leads
• Negotiate appointment times that align with both client availability and broker team schedules
• Utilize our CRM software to log interactions, update client information, and track progress toward appointment goals
• Collaborate with the broker team to ensure smooth handoff of qualified prospects for further engagement
• Maintain a high level of professionalism in all client interactions, ensuring positive customer experiences
• Use telemarketing techniques and warm calling strategies to build rapport and secure appointments with decision-makers

• Proven experience in telemarketing, or B2B sales environments with a focus on appointment setting or lead generation
• Strong negotiation skills with the ability to influence decision-makers over the phone
• Familiarity with CRM systems for managing customer data and brokers workflows
• Excellent communication skills in English, both verbal and written, with the ability to convey value propositions clearly
• Demonstrated success in outbound calling, deal closing, and customer service within a call center or similar setting
• Ability to work independently, stay organized, and manage multiple tasks efficiently