ClearPath Financial Network
Full-timePay
$2.89/hr
≈ $500/month estimated
Hours / week
40 hrs/week
Date posted
Sep 29, 2026
Employer posts
1
We are seeking a motivated and personable Appointment Setter specializing in Lead Qualification and Follow-Up to join our dynamic team. In this role, you will be responsible for engaging with potential clients, qualifying leads, and nurturing relationships to support our sales pipeline. Your efforts will directly contribute to closing deals and driving business growth. The ideal candidate possesses excellent communication skills, a consultative selling approach, and the ability to manage client interactions effectively. Bilingual proficiency in English and Spanish is a plus to better serve our diverse customer base.
Duties
Engage with potential clients through phone calls and client communication channels to understand their needs and interests.
Qualify incoming leads by assessing their requirements and readiness to purchase, ensuring they align with our target criteria.
Follow up with prospects consistently to nurture relationships, answer questions, and provide relevant information about our products or services.
Conduct consultative selling by identifying client needs and offering tailored solutions that meet their objectives.
Assist in deal closing by coordinating with the sales team and ensuring smooth transitions from lead qualification to final sale.
Maintain accurate records of client interactions, lead status, and follow-up activities within our CRM system.
Collaborate with marketing and sales teams to optimize lead generation strategies and improve follow-up processes.
Qualifications
Proven experience in sales, lead qualification, or customer service roles is preferred.
Excellent verbal communication skills, with the ability to engage clients effectively over the phone or via digital communication channels.
Strong interpersonal skills with a consultative approach to selling.
Ability to manage multiple leads simultaneously while maintaining attention to detail.
Bilingual proficiency in English and Spanish is a plus, enhancing communication with diverse clients.
Self-motivated with a proactive attitude toward client engagement and deal closing.
Familiarity with CRM software or other sales management tools is advantageous.
This position offers an engaging environment where your communication skills can make a meaningful impact on our business growth. We value dedicated professionals eager to develop their sales expertise while contributing to our success story.
Create a free job seeker account or log in to submit your application.