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.

Key responsibilities

Contact warm inbound leads (web submissions, ad forms, guide downloads) and execute database reactivation campaigns

Conduct engaging, structured conversations to assess client suitability, goals, and buying readiness

Schedule discovery calls and Strategy Sessions directly into consultants' calendars via Calendly

Keep client data, call notes, and pipeline statuses meticulously updated in monday.com

Execute automated and manual SMS/email follow-up sequences

Attend weekly sales strategy huddles and training during dedicated team day in the office

About you

Prior phone sales, telesales, or appointment setting experience within real estate, property investment, or financial services





Exceptional verbal communication with an energetic, professional, and empathetic phone manner

Self-motivated with a high-performance mindset, strong work ethic, and natural hunger to hit targets

Coachable, curious, and eager to master market data, tax structures, and sales techniques

Comfortable navigating CRM platforms (monday.com), online calendars (Calendly), and pipeline tools

Competitive package: $65,000 base salary + super + $50 per Strategy Pack paid

4 days working autonomously from home and 1 cooperative day in the office with the team

Direct coaching and mentorship from leadership team with structured pathway into full Sales Consultant role within 12 to 18 months

Supportive, family-first environment featuring regular team lunches, social events, and invitations to annual company gala celebrations

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