Appointment Setter

Job Description

REQUIREMENTS

• Strong communication skills in English
• Demonstrated customer service experience, with an emphasis on professionalism and active listening
• Proficiency in Microsoft Office applications such as Word, Excel, and Outlook; familiarity with data entry and computer skills essential
• Experience in Real Estate or Fund sales preferred
• Experience in sales or client services will enhance your success in this role

RESPONSIBILITIES

• Take scheduled first appointment calls – pre scheduled for you
• Discuss our real estate fund offering
• Answer initial questions
• Maintain accurate records of all calls, appointments, and client interactions using data entry skills in Microsoft Office or CRM systems
• Provide exceptional customer support by answering questions, addressing concerns, and ensuring a positive experience during each interaction
• Follow up with clients as needed to confirm appointments and gather additional information for scheduling purposes
• Collaborate with sales and customer support teams to ensure seamless client onboarding and service delivery
• Move prospects to next stage when appropriate

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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