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
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Remote Appointment Setter — Path to Senior Sales Consultant 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.
