Appointment Setter

About the Role

SDT is a growing organization focused on connecting potential clients with high-value services through efficient and professional outreach. The company emphasizes clear communication, reliable follow-through, and strong client relationships to support business growth. Team members collaborate remotely, using modern tools and systems to manage leads and appointments. SDT values integrity, accountability, and performance, and offers opportunities to develop skills in sales support and customer engagement.

This is a full-time remote role for an Appointment Setter at SDT. The Appointment Setter will contact prospective and existing clients via phone, email, or messaging platforms to schedule qualified appointments for the sales team.

Key Responsibilities

• Manage lead lists.
• Follow up on inquiries.
• Confirm appointment details.
• Update scheduling and CRM systems accurately.
• Handle basic questions and provide clear information about services.
• Ensure a positive, professional experience for every contact.
• Collaborate closely with sales and customer service teams to optimize lead conversion and maintain consistent communication workflows.

Requirements & Tech Stack

• Comfort working in a remote environment with reliable internet and a quiet workspace.
• Ability to use CRM or scheduling software and basic office productivity tools.

Qualifications

• Strong skills in Setting Appointments and Appointment Scheduling.
• Experience with contact with High Income Investors who can write checks for the company.
• Skills in Lead Generation and prospect follow-up.
• Excellent Communication skills, both verbal and written.
• Solid Customer Service skills and a client-focused mindset.
• Strong organizational skills, attention to detail, and ability to manage multiple conversations.
• Prior experience in appointment setting, sales support, or call center roles is preferred but not required.