As our Appointment Setter, you will be the energetic voice of Pinnacle Choice. You will engage with warm prospects who have actively requested information about our wealth programs, asking key qualifying questions and booking them into Strategy Sessions with our senior consultants.

Your Daily Responsibilities:

- Phone Outreach: Contacting warm inbound leads (web submissions, ad forms, guide downloads) and executing database reactivation campaigns.
- Qualification: Conducting engaging, structured conversations to assess client suitability, goals, and buying readiness.
- Calendar Management: Scheduling discovery calls and Strategy Sessions directly into consultants' calendars via Calendly.
- CRM Management: Keeping client data, call notes, and pipeline statuses meticulously updated in monday.com.
- Follow-Ups: Executing automated and manual SMS/email follow-up sequences.
- Collaboration: Attending weekly sales strategy huddles and training during our dedicated team day in the office.

What We Are Looking For

- Proven Experience: Prior phone sales, telesales, or appointment setting experience within real estate, property investment, or financial services.
- Communication Skills: Exceptional verbal communication with an energetic, professional, and empathetic phone manner.
- Drive & Resilience:



Self-motivated with a high-performance mindset, strong work ethic, and natural hunger to hit targets.
- Proactive Learner: Coachable, curious, and eager to master market data, tax structures, and sales techniques.
- Tech-Savvy: Comfortable navigating CRM platforms (monday.com), online calendars (Calendly), and pipeline tools.

Why Join the Pinnacle Choice Family?

- Competitive Package: $65,000 base salary + super + $50 per Strategy Pack paid, giving you direct control over your earning potential.
- Work-Life Balance: Enjoy 4 days working autonomously from home and 1 team-oriented day in the office with the team.
- Mentorship & Growth: Receive direct coaching and mentorship from our leadership team with a structured, documented pathway into a full Sales Consultant role within 12 to 18 months.
- Vibrant Culture: Join a supportive, family-first environment featuring regular team lunches, social events, and invitations to our annual company gala celebrations.

Pay: $65,000.00 – $75,000.00 per year

Benefits:

- Salary packaging
- Work from home

Experience:

- Telephone appointments: 3 years (Required)

Work Location: Hybrid remote in Collingwood VIC

📌 Inside Sales Representative / Appointment Setter (Collingwood)
🏢 Pinnacle Choice
📍 Collingwood