B2C Appointment Setter (Financial Services)

This is a remote position. Schedule: Monday to Friday, AU or UK Business Hours Job Highlights Full-time remote role with flexible AU/UK hours. Focus on helping individual clients secure personal loans, mortgages, or credit solutions. Collaborative team environment with HMO benefits. ​ Responsibilities Proactively contact leads (individual consumers) via phone/email to discuss their personal financial needs (e.g., debt consolidation, home loans, emergencies). Schedule consultations between clients and loan advisors, ensuring smooth handoffs. Conduct warm, empathetic conversations to understand clients’ financial goals (e.g., "How can we help you with your loan needs?"). Update CRM systems (e.g., ActiveCampaign) with accurate client details and interaction notes. Partner with the sales team to relay client needs and prioritize high-intent leads. Meet/exceed weekly targets for appointments set and conversion rates. Share customer insights (e.g., common pain points) to improve outreach strategies. Requirements Experience in B2C sales, customer service, or telemarketing (e.g., retail banking, insurance, or personal finance). Familiarity with CRMs (ActiveCampaign is a plus). Strong interpersonal skills—ability to build rapport with individuals (not businesses). Basic knowledge of consumer financial products (e.g., personal loans, credit scores). Self-driven, organized, and comfortable in a target-driven remote role. Independent Contractor Perks HMO Coverage for eligible locations Permanent work from home Immediate hiring ZR_25262_JOB Originally posted on Himalayas