Appointment Setter – Superannuation Industry (Fully Remote)

Are you ready to be a key player in a booming industry and earn a rewarding income? As an Appointment Setter in the Superannuation industry, you’ll have the opportunity to make a real difference in clients' lives while earning a competitive income – all from the comfort of your own home!

Why this is a great opportunity:

Weekly Base Salary + attractive commissions for hitting KPIs.

Warm enquiries only – no cold calling!

Work fully remotely from home.

Be part of a supportive and collaborative team that values growth and success.

Help clients secure a comfortable retirement through appointments with experienced advisors.

Thrive in an environment that encourages learning and development.

Key Responsibilities:

Set appointments for clients interested in Superannuation services, ensuring they receive the best possible advice.

Work closely with the Client Management team to ensure a smooth handover of appointments and follow-ups.

Manage and qualify warm leads, making sure that clients are well-prepared and informed before meetings.

Meet KPIs for appointment setting and contribute to team success.

Provide clients with initial information about Superannuation products and services.

Key Skills to Help You Succeed:

Excellent phone communication skills – confident in engaging clients over the phone.

A positive and motivated attitude to learn in a high-energy, fast-paced environment.

Strong organizational skills to manage appointment calendars and client follow-ups.

Confident with using Google Suite and Hub Spot (Docs, Sheets, Gmail, etc.) for communication and data management.

Previous experience in a customer service or appointment setting role is a plus.

Knowledge of Superannuation or a willingness to learn about the industry is essential.

Preferred:

Based in Victoria, Melbourne, or willing to work within the Australian Eastern Standard Time (AEST) zone.

Fully remote work, ideal for candidates who thrive in a home office environment and are a self started.

Own your own laptop/ computer and I-phone. No issues with Internet Connection.

Why Join Us?

Competitive pay with commission and bonuses.

Opportunity to grow within a rapidly expanding company.

Be part of a fun, supportive team environment.

Training and ongoing development to set you up for success in the industry.

Interested? Apply now using the link below.

Employer Questions: Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

Do you have experience in a customer service or appointment setting role?

How many years’ experience do you have in a role involving client interaction or appointment setting?

Are you familiar with Superannuation, or would you be interested in learning about it?

Are you confident with using Google Suite (Docs, Sheets, Gmail, etc.) for work-related tasks?

Are you based in Victoria or willing to work within the AEST timezone?