Colder Caller / Appointment Setter - Remote

Role Overview: You'll be responsible for calling and qualifying leads generated through our advertising campaigns and other outbound marketing efforts, understanding their financing needs, and scheduling meetings with our capital advisory team (sales team).In addition to following up with these warm leads, you'll also conduct outbound cold calls to new prospects to generate further opportunities. We're looking for someone who speaks fluent English, communicates naturally and confidently, learns quickly, and is comfortable with high-volume calling.

Key Responsibilities: Call and qualify warm leads from our advertising and outbound marketing campaigns. Conduct outbound cold calls to generate new leads (prospective clients).Understand prospects' businesses, financing needs, and timelines to determine their fit. Schedule qualified meetings with our capital advisory team. Manage a high volume of daily calls and follow-ups. Maintain accurate CRM records and ensure proper lead tracking. Support prospect list building, contact sourcing, and phone number enrichment. Continuously improve calling techniques and qualification processes based on feedback.

What We're Looking For: Fluent English, with the ability to communicate clearly, confidently, and professionally. Experience in cold calling, appointment setting, or B2B sales, ideally involving conversations with business owners or senior decision-makers. Comfortable making a high volume of outbound calls and handling objections. Quick to learn and open to coaching/feedback. Well-organized, dependable, and able to manage responsibilities independently.

Preferred Qualifications: Experience with power dialers or other high-volume calling systems. Experience sourcing prospect lists and enriching contacts with phone numbers. Familiarity with tools such as Apollo, LinkedIn Sales Navigator, or similar platforms. Experience in financial services, investment banking, or other B2B professional services. Compensation & Working ArrangementsUSD 2,500–3,000 monthly base retainer. Full-time, fully remote position. Working hours primarily aligned with U.S. business hours.