Role Description As an Appointment Setter / Cold Caller, you will be responsible for reaching out to real estate professionals across California, with expansion into other states over time. Your goal will be to start meaningful conversations, understand each prospect’s business needs, qualify opportunities, and schedule appointments for the sales team. The company will provide lead lists, scripts, training, and onboarding resources, so success will come from your consistency, confidence, and ability to build trust quickly over the phone. This is a strong fit for someone who enjoys speaking with business owners, can stay positive through rejection, and wants a remote sales role where strong communication is the top priority. Responsibilities - Conduct outbound cold calls to real estate agents, teams, brokers, and brokerages during Pacific Time business hours - Generate interest in creative, marketing, website, branding, and AI-powered solutions for real estate businesses - Build rapport with decision-makers through clear, professional, and confident conversations - Qualify prospects by understanding their business needs, current marketing challenges, and potential fit - Schedule qualified appointments for the sales team and provide helpful context before each meeting - Follow provided scripts and sales processes while keeping conversations natural and human - Maintain accurate notes, call outcomes, and prospect status updates in the company’s tracking system - Handle objections professionally and keep conversations positive, even when prospects are not ready to move forward - Meet daily and weekly activity expectations for outbound calling, follow-ups, and booked appointments - Share feedback from calls to help improve messaging, targeting, and sales materials Qualifications - Previous experience in appointment setting, cold calling, telemarketing, sales development, or lead generation - Excellent spoken English with clear, professional, easy-to-understand communication - Strong phone presence and the confidence to speak with business owners and professionals - Comfort spending most of the workday making outbound cold calls - Ability to follow scripts, learn sales processes, and apply coaching quickly - Reliable internet connection and a professional remote work setup - Resilience when handling rejection and the ability to stay consistent throughout the day Nice to Have - Familiarity with real estate agents, brokers, brokerages, or real estate marketing - Experience using CRMs, dialers, spreadsheets, or call-tracking tools - Interest in websites, branding, marketing, SEO, paid ads, or AI-powered business tools Benefits - Access to a $200K+ perk marketplace with discounts on 150+ global services - Option to withdraw up to 50% of approved earnings before payday

• Qualify leads based on income, household size, and ACA eligibility logic. • Identify QLEs (Qualifying Life Events). • Conduct pre-screening for ACA and private PPO options. • Book appointments with low no-show rates. • Handle objections with confidence and professionalism. • Follow up via text campaigns and email. • Maintain accurate CRM records and notes.

• Initiate contact with prospective clients through Instagram DMs, demonstrating professionalism and a positive attitude. • Engage in conversations to understand potential clients' needs and preferences. • Present the unique benefits of our high-ticket coaching program and pique the interest of prospective clients effectively. • Pre-qualify leads based on set criteria to ensure they are a good fit for our coaching program in Lebanon. • Schedule appointments between qualified leads and our sales team. • Follow up with leads regularly to nurture relationships and move them through the sales funnel. • Collaborate with the sales team to improve lead qualification processes and strategies. • Meet or exceed set performance metrics for lead engagement and conversion.

• Respond quickly to inbound leads across calls, WhatsApp, email, and social media to maximize connections and consultations booked. • Build rapport, uncover needs, and persuasively present the value of a paid consultation. • Handle objections professionally, and guide prospective clients toward booking and payment with confidence and empathy. • Follow up persistently with warm leads until they convert or are disqualified. • Ensure every potential client feels heard, respected, and supported - regardless of outcome. • Maintain accurate, detailed records of all interactions in HubSpot or other applicable software. • Use AI-generated call summaries to support your own follow-up and self-coaching. • Engage with ManyChat conversational flows to manage and respond to inbound leads from Instagram, WhatsApp, and other channels. • Manage consultation scheduling and follow up with leads that require reminders, rescheduling, or additional information. • Consistently hit and exceed daily and weekly performance goals for consultations booked, response time, and follow-up activity. • Act as the bridge between prospective clients and our Consultation Specialists, ensuring a smooth, client-centric handoff. • Provide structured and timely feedback to your Lead Appointment Setting Specialist on lead quality, objections, and client concerns. • Uphold empathy and professionalism in every interaction, representing the firm's values at all times.