Financial Services Appointment Setter

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Appointment Setter based in Mexico.

This remote, part-time opportunity is designed for an experienced appointment setter supporting a financial planning practice serving U.S.-based consumers. You will conduct professional outbound calls, engage prospects using approved scripts, and identify individuals interested in reviewing their retirement accounts. The role focuses on generating qualified appointments rather than providing financial advice or closing sales. You will manage calling activity, handle basic objections, document outcomes, and schedule consultations through Calendly. Success requires confidence on the phone, strong spoken English, persistence, and the ability to maintain a natural conversational approach. The position offers a focused schedule with the potential to increase contracted hours based on performance.