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 responsibilitiesContact warm inbound leads (web submissions, ad forms, guide downloads) and execute database reactivation campaignsConduct engaging, structured conversations to assess client suitability, goals, and buying readinessSchedule discovery calls and Strategy Sessions directly into consultants' calendars via CalendlyKeep client data, call notes, and pipeline statuses meticulously updated in monday.comExecute automated and manual SMS/email follow-up sequencesAttend weekly sales strategy huddles and training during dedicated team day in the officeAbout youPrior phone sales, telesales, or appointment setting experience within real estate, property investment, or financial servicesExceptional verbal communication with an energetic, qualified,



and empathetic phone mannerSelf-motivated with a high-performance mindset, strong work ethic, and natural hunger to hit targetsCoachable, curious, and eager to master market data, tax structures, and sales techniquesComfortable navigating CRM platforms (monday.com), online calendars (Calendly), and pipeline toolsCompetitive package: $65,000 base salary + super + $50 per Strategy Pack paid4 days working autonomously from home and 1 collaborative day in the office with the teamDirect coaching and mentorship from leadership team with structured pathway into full Sales Consultant role within 12 to 18 monthsSupportive, family-first environment featuring regular team lunches, social events, and invitations to annual company gala celebrationsBe careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Remote Appointment Setter — Path To Senior Sales Consultant (Melbourne)
🏢 Pinnacle Choice
📍 Melbourne