Remote Sales Setter

At Prime Path Advisory, we help high-income earners save on taxes. We're growing quickly and are looking for a proactive, high-energy Appointment Setter to join our remote team.

Role Overview

As our Appointment Setter, your role is to turn warm leads coming from Facebook ads and organic leads into booked appointments. You'll connect with prospects via phone, SMS, and email, introduce them to our resources, and guide them toward scheduling a discovery call with our closer. You'll also follow up after calls to answer questions and help move leads closer to a buying decision.

Responsibilities

• Make daily outbound calls, texts, and emails to warm leads
• Introduce prospects to our core resources (website, video sales letter)
• Qualify leads and encourage them to book a discovery call
• Follow up after closer's calls to address remaining questions
• Nurture warm leads with helpful, non-pushy check-ins
• Track all communic...