Appointment Setter & Client Support Coordinator
RemotePhilippines
Job Summary
Conduct outbound calls to prospective clients and business decision-makers to introduce services, qualify prospects, and schedule qualified appointments for the team. Act as a client-facing point of contact through phone and email to respond to servicing questions, follow up on outstanding requests, and communicate updates professionally. Send quote requests to vendors, track request status, and maintain accurate records of quotes, communications, and follow-up activities. Update CRM systems and compile project documentation to ensure client requests move forward smoothly. Maintain consistent calling and follow-up activity to generate new opportunities while managing multiple priorities independently.
Required Qualifications
- Previous experience in appointment setting, outbound calling, telemarketing, business development, client service, or a similar role
- Comfortable making a high volume of outbound calls
- Strong verbal and written English communication skills
- Ability to build rapport and confidently guide conversations over the phone
- Strong follow-up skills and persistence without being overly aggressive
- Good organizational skills and attention to detail
- Experience maintaining CRM records, call notes, and follow-up activities
- Comfortable handling both sales-related outreach and administrative responsibilities
- Ability to manage several priorities and deadlines independently
Desired Qualifications
- Experience communicating with business owners, managers, or other decision-makers
- Experience in insurance, employee benefits, financial services, or another professional services environment
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.