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Investor Relations Appointment Setter – High-Net-Worth

Appointment SetterAppointment SetterFull TimeRemoteSeniorTeam 1-10H1B No SponsorCompany SiteLinkedIn

Location

Colombia

Posted

82 days ago

Salary

0

Seniority

Senior

English

Job Description

Investor Relations Appointment Setter – High-Net-Worth

Paired

• Qualifying capital, not chasing leads • Controlling conversations with composure and authority • Filtering serious investors from noise • Positioning executive calls as valuable, not available • Ensuring every scheduled meeting has intent, context, and potential capital behind it • Conduct outbound calls to warm, pre-engaged investors • Qualify prospects based on: ○ Investment capacity ($100K–$1M+) ○ Timeline and intent ○ Sophistication and readiness • Pre-frame and position meetings with senior executives to increase close rates • Set high-quality, high-conversion appointments—not volume for the sake of activity • Maintain structured call notes and qualification data inside CRM • Follow strategic call frameworks while maintaining a natural, controlled tone • Work directly with leadership to refine targeting, messaging, and qualification standards • Protect executive time by ensuring only qualified, aligned prospects are scheduled

Job Requirements

  • Command Presence – You sound credible, controlled, and composed
  • Emotional Discipline – You don’t chase, you qualify
  • Strong Communication – Clear, direct, and professional
  • Sales Experience – Phone-based experience strongly preferred
  • Financial Curiosity – You can learn fast and speak intelligently about money
  • Attention to Detail – You capture what matters and filter what doesn’t
  • Coachability + Competitiveness – You want to improve and win

Benefits

  • Remote Working for US Company
  • Exposure to new technology & trend
  • Competitive Salary

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