# Appointment Setter

**Company:** [Tax Brilliance Advisors](http://jobs.workable.com/companies/bLVTjHmne2oS7HrLWQaCxx.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Business Development

[Apply for this job](http://jobs.workable.com/view/81ae6924-f989-40a3-b5d0-3556181159ce)

## Description

**About Us**

At **Tax Brilliance Advisors**, we help business owners and families protect wealth, reduce taxes, and build legacies. We deliver specialized **tax planning** and **insurance solutions** through a white-glove client experience.

We’re looking for a **motivated Appointment Setter** who will play a critical role in growing our client base by connecting with leads, booking qualified calls, and keeping our pipeline full.

**The Role**

As an Appointment Setter, you’ll be on the **front lines of our growth engine.** You’ll reach out to warm and cold leads, follow up with event/webinar attendees, and schedule meetings for our Chief Advisor. You’ll also keep our CRM (Close) up to date with call notes and dispositions.

Your success is measured by **appointments set and kept** — you’ll have a clear target, scripts, and systems to support you.

**Responsibilities**

-   Make daily outbound calls, texts, and emails to leads/prospects.
-   Confirm upcoming appointments with prospects (24-hour reminders).
-   Follow up with no-shows, reschedules, and event/webinar attendees.
-   Manage the daily lead list, prioritize outreach, and log all activity in Close CRM.
-   Qualify prospects before booking calls (fit, interest, availability).
-   Update the Chief Advisor’s calendar with confirmed meetings.
-   Consistently hit appointment-setting KPIs.

**Qualifications**

-   3+ years of experience in **appointment setting, telemarketing, or inside sales** (financial services a plus).
-   Strong phone presence and confidence speaking with business owners/families.
-   Comfortable with outbound activity — calls, texts, emails.
-   CRM experience (Close, Salesforce, HubSpot, etc.).
-   Highly organized and consistent with follow-up.
-   Self-motivated, goal-oriented, and resilient.
-   Positive attitude and strong work ethic in a remote environment.

**Why Join Us**

-   100% remote with flexible work setup.
-   Base pay + commission structure with unlimited earning potential.
-   Clear growth path into client services, licensed advisor support, or sales roles.
-   Join a mission-driven team that helps clients keep more of what they earn and protect their legacies.