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Job Title: Appointment Setter

 

About the Company:

Our client is a business brokerage firm based in California that helps business owners sell their businesses and prospective buyers identify and acquire businesses. The company works with multiple lead-generation services that provide qualified and warm leads, and is looking for a highly energetic and personable Appointment Setter to help convert those leads into meaningful conversations and opportunities.

 

Job Description:

We are seeking an Appointment Setter to primarily contact potential business sellers, follow up with leads, gather relevant information, and conduct initial screening before handing qualified prospects over to the business brokers. Approximately 95% of the work will focus on seller leads, with the remaining 5% potentially involving buyers. This is initially a part-time position of approximately 20 hours per week, with the potential to transition to full-time based on performance and business needs.

 

Responsibilities of the role:

• Make outbound calls to warm leads provided through multiple lead-generation services.

• Follow up with prospects who have expressed interest in selling their business.

• Conduct initial conversations and gather relevant information about potential sellers.

• Perform preliminary lead qualification and screening before passing qualified prospects to the business brokers.

• Follow up with leads who request additional information via email or phone.

• Send professional follow-up emails and maintain consistent communication with prospects.

• Assist with appointment follow-ups and information gathering when appointments have already been scheduled.

• Accurately document conversations, lead information, and follow-up activities in the CRM.

• Maintain a high level of activity, professionalism, and enthusiasm throughout the calling process.

• Work directly with the business owners and follow their sales and lead-generation processes.

 

Required Experience and Qualifications:

• Advanced English proficiency, with excellent pronunciation and strong conversational skills.

• Minimal to no noticeable accent, particularly because many prospects are older U.S. business owners.

• Excellent verbal communication and active listening skills.

• High-energy, outgoing, confident, and personable personality.

• Comfortable making frequent outbound calls and speaking with business owners.

• Strong sales, customer service, or lead-generation mindset.

• Ability to build rapport quickly with prospects.

• Organized and detail-oriented, with strong follow-up skills.

• Comfortable working independently in a remote environment.

• Previous experience in lead generation, appointment setting, cold/warm calling, sales development, or a similar role is preferred.

 

Preferred Skills:

• Previous experience generating leads for business owners or sellers.

• Experience working with GoHighLevel (GHL).

• Experience with other CRM platforms.

• Experience with sales funnels, lead qualification, or follow-up automation.

• Previous experience in business brokerage, real estate, or a similar industry.

 

Personality:

• Energetic, confident, highly communicative female professional who enjoys talking to people and is comfortable making outbound calls.

• Ability to communicate naturally with U.S. business owners, quickly establish rapport, and maintain a positive and enthusiastic attitude throughout the day.

• Proactive personality.

 

Software & Tools:

• CRM platforms (experience with GoHighLevel is a strong bonus).

 

Schedule:

Part-time: approximately 20 hours per week.

Potential to transition to full-time based on performance and business needs.

Initial schedule to be determined based on the best calling hours for the U.S. market.

Flexible approach to holidays and PTO based on the candidate's location and local needs.