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Consulting Firm

Outbound Sales Closer / Appointment Setter

Consulting Firm

Outbound Sales Closer generating leads for fast growing Capital Advisory Program. Handling high-volume outreach via calls, texts, and social media to connect with potential clients.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn
  • Prospect into SMB owners, tax professionals, realtors, and service-based businesses
  • Qualify leads based on credit, revenue, and intent
  • Book high-quality strategy calls for the sales team
  • Execute aggressive follow-up on aged and inbound leads
  • Conduct social engagement and direct message outreach on Instagram and LinkedIn
  • Support light content execution, including posting, commenting, and replying
  • Manage and maintain pipeline within CRM (HubSpot or equivalent)
  • Track activity and performance metrics consistently
  • Develop skills to grow into a full closing role

Requirements

What you’ll need
  • High school diploma or equivalent required
  • Experience in outbound sales, appointment setting, or lead generation
  • Experience with CRM systems (HubSpot preferred)
  • Experience with social media outreach and direct messaging
  • Experience working in high-volume, performance-driven environments
  • Clear and confident communication skills
  • Strong ability to handle rejection and maintain high activity levels
  • Ability to manage multiple conversations and follow-ups simultaneously
  • Self-motivated with a results-driven mindset
  • High energy, urgency, and accountability
  • Strong organizational and pipeline management skills

Benefits

Comp & perks
  • Work From Home
  • Training & Development
  • Performance Bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
outbound salesappointment settinglead generationCRM systemssocial media outreachdirect messagingpipeline managementperformance metrics tracking
Soft Skills
communication skillsability to handle rejectionself-motivatedresults-driven mindsethigh energyurgencyaccountabilityorganizational skills
Certifications
high school diploma