Appointment Setter DAVCEL

Exciting Remote Opportunity! We're Hiring a GHL Lead Management Specialist! Are you a proactive Go High Level  expert with a knack for lead management, marketing automation, and appointment setting? We are looking for a results-driven GHL Lead Management Specialist to join a top-tier US-based retirement planning and advisory firm!

• Job Title: GHL Lead Management Specialist
• Job : DAVCEL1
• Industry: Financial Services and Retirement Planning
• Location: LATAM / South Africa (VERY neutral accent is required for LATAM)
• Job Status: Full Time (32 hours/week)
• Work Schedule: Monday to Thursday 9:00 AM to 5:00 PM EST
• Salary: $12 - $15/hour (Based on Experience) + performance-based bonuses
• Target
  
  Start Date:
  
  ASAP

The client is a retirement planning and annuity advisory firm based in the United States that specializes in helping individuals aged 55 and older protect and maximize their retirement assets. Through personalized education, financial guidance, and tailored annuity solutions, the company supports clients in making informed decisions about their financial future. With a highly consultative approach and an established reputation in the industry, the client is focused on delivering exceptional service while expanding its outreach and appointment pipeline through strategic lead management and automation.

The Lead Management & Appointment Setting Specialist will be responsible for managing and nurturing the company's CRM database, executing outreach campaigns, qualifying prospects, and scheduling appointments for the advisor. This role combines CRM administration, marketing automation, sales support, and customer follow-up to maximize engagement with existing and new leads. The ideal candidate is highly proactive, comfortable taking ownership of processes, and capable of leveraging Go High Level  and AI tools to continuously improve campaign performance and appointment generation.

• Manage and organize leads within Go High Level .
• Reactivate existing leads through strategic outreach initiatives.
• Maintain accurate records and update prospect information.
• Track lead progression throughout the sales funnel.

• Build and manage email and SMS campaigns using Go High Level .
• Create automated workflows to engage prospects consistently.
• Adapt messaging based on market trends and economic conditions.
• Utilize AI tools to develop compelling campaign content and hooks.

• Contact prospects through calls, emails, and text messages.
• Qualify leads based on established criteria.
• Schedule consultations and follow-up appointments with the advisor.
• Work toward achieving weekly appointment generation goals.

• Follow up with prospects after consultations.
• Confirm receipt of educational materials and packages.
• Answer basic questions and elevate complex inquiries when needed.
• Maintain ongoing communication to increase conversion opportunities.

• Monitor campaign effectiveness and suggest improvements.
• Take initiative in optimizing workflows and outreach strategies.
• Identify opportunities to improve engagement and appointment rates.
• Execute responsibilities independently while maintaining accountability for results.

• Previous experience using Go High Level  for CRM management and campaign creation.
• Experience in appointment setting, lead qualification, or sales support.
• Strong verbal and written English communication skills.
• Experience creating email and SMS automation campaigns.
• Ability to manage multiple follow-ups and maintain organized records.
• Comfortable making outbound calls and interacting with clients…