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

Originally posted on Himalayas