At a Glance
- Tasks: Engage with warm leads and book them into Strategy Sessions with our consultants.
- Company: Join Pinnacle Choice, a supportive and energetic team focused on wealth programs.
- Benefits: $65,000 base salary, super, plus bonuses for each Strategy Pack booked.
- Other info: Enjoy a family-first culture with team lunches and annual gala celebrations.
- Why this job: Kickstart your sales career with direct coaching and a clear pathway to advancement.
- Qualifications: Experience in phone sales or appointment setting; strong communication skills required.
The predicted salary is between 65000 - 65000 $ per year.
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 collaborative 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.
Inside Sales Representative / Appointment Setter in Melbourne employer: Pinnacle Choice Pty Ltd
Pinnacle Choice is an exceptional employer that prioritises a supportive, family-first work culture, offering a competitive package and the flexibility of working from home four days a week. As an Appointment Setter, you'll benefit from direct coaching and mentorship, with a clear pathway to advance into a full Sales Consultant role within 12 to 18 months, all while engaging in regular team-building activities and celebrations that foster camaraderie and collaboration.
