Appointment Setter (Job ID: DAVBEN1)

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{
  "detail": {
    "url": "https://insideouthiring.applytojob.com/apply/jobs/details/FwbHbNyErc?&",
    "heading": "Appointment Setter (Job ID: DAVBEN1)",
    "html_title": "JazzHR » Job Listings",
    "canonical_url": "https://insideouthiring.applytojob.com/apply/FwbHbNyErc/Appointment-Setter-Job-ID-DAVBEN1",
    "description_html": "<p>IMPORTANT - Watch this quick Loom video on how to get hired:<br><a href=\"https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0\">https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0</a></p><ul><li>C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.</li><li>PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH</li></ul><br><div style=\"margin-left:-15px;\"><table style=\"border:none;border-collapse:collapse;\" width=\"617\"><colgroup><col width=\"169\"><col width=\"448\"></colgroup><tbody><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB TITLE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">GHL Lead Management Specialist</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB ID</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">DAVBEN1</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">INDUSTRY</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Financial Services and Retirement Planning</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">LOCATION</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"background-color:#ffffff;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">LATAM / South Africa</span></span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"background-color:#ffffff;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\"> (VERY neutral accent is required for LATAM)</span></span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB STATUS</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Full Time (32 hours/week)</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">WORK SCHEDULE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Monday to Thursday 9:00am to 5:00pm EST</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">SALARY</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">$12 - $15/hour </span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">(Based on Experience) </span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">+ performance-based bonuses </span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">TARGET START DATE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">ASAP</span></span></span></span></span></span></span></span></p></td></tr></tbody></table></div> <div style=\"margin-left:-17px;\"><table style=\"border:none;border-collapse:collapse;\" width=\"619\"><colgroup><col width=\"619\"></colgroup><tbody><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#434343;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:619px;\"><p style=\"line-height:1.2;text-align:center;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#ffffff;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">ROLE OVERVIEW</span></span></span></span></span></span></span></span></p></td></tr></tbody></table></div> <p style=\"line-height:1.38;margin-left:-12px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">About the Client:</span></span></span></span></span></span></p><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">The client is a retirement planning and annuity advisory firm based in the United States that specializes in helping individuals aged 55 and older protect and maximize their retirement assets. Through personalized education, financial guidance, and tailored annuity solutions, the company supports clients in making informed decisions about their financial future. With a highly consultative approach and an established reputation in the industry, the client is focused on delivering exceptional service while expanding its outreach and appointment pipeline through strategic lead management and automation.</span></span></span></span></span></span></p> <p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">About the Role:</span></span></span></span></span></span></p><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">The Lead Management & Appointment Setting Specialist will be responsible for managing and nurturing the company's CRM database, executing outreach campaigns, qualifying prospects, and scheduling appointments for the advisor. This role combines CRM administration, marketing automation, sales support, and customer follow up to maximize engagement with existing and new leads. The ideal candidate is highly proactive, comfortable taking ownership of processes, and capable of leveraging GoHighLevel and AI tools to continuously improve campaign performance and appointment generation.</span></span></span></span></span></span></p> <p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Key Responsibilities</span></span></span></span></span></span></p><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">CRM & Lead Management</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Manage and organize leads within GoHighLevel.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Reactivate existing leads through strategic outreach initiatives.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Maintain accurate records and update prospect information.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Track lead progression throughout the sales funnel.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Campaign Development & Automation</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Build and manage email and SMS campaigns using GoHighLevel.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Create automated workflows to engage prospects consistently.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Adapt messaging based on market trends and economic conditions.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Utilize AI tools to develop compelling campaign content and hooks.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Appointment Setting & Qualification</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Contact prospects through calls, emails, and text messages.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Qualify leads based on established criteria.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Schedule consultations and follow up appointments with the advisor.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Work toward achieving weekly appointment generation goals.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Client Follow Up</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Follow up with prospects after consultations.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Confirm receipt of educational materials and packages.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Answer basic questions and escalate complex inquiries when needed.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Maintain ongoing communication to increase conversion opportunities.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Performance & Process Ownership</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Monitor campaign effectiveness and suggest improvements.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Take initiative in optimizing workflows and outreach strategies.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Identify opportunities to improve engagement and appointment rates.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Execute responsibilities independently while maintaining accountability for results.</span></span></span></span></span></span></li></ul><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Qualifications & Skills</span></span></span></span></span></span></p><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Must</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Previous experience using GoHighLevel for CRM management and campaign creation.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience in appointment setting, lead qualification, or sales support.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Strong verbal and written English communication skills.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience creating email and SMS automation campaigns.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Ability to manage multiple follow ups and maintain organized records.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Comfortable making outbound calls and interacting with clients professionally.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Strong understanding of sales processes and customer engagement.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Ability to work independently with minimal supervision.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Availability to work Monday through Thursday from 9:00 AM to 5:00 PM Eastern Time.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Preferred</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience in financial services, insurance, retirement planning, or related industries.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Familiarity with AI tools such as ChatGPT or Claude for content generation and productivity.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience analyzing market trends to develop targeted messaging.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Background working with CRM based marketing automation.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience handling sensitive customer information with confidentiality and professionalism.</span></span></span></span></span></span></li></ul> <h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Personality Traits</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Proactive and self motivated with a strong ownership mentality.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Goal oriented and driven by measurable results.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Pleasant, engaging, and confident communicator over the phone.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Resourceful problem solver who thinks beyond assigned tasks.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Organized and detail oriented in managing multiple priorities.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Professional, dependable, and committed to delivering high quality work.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Adaptable and eager to continuously improve processes and performance.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Positive attitude with a collaborative mindset and strong sense of accountability.</span></span></span></span></span></span></li></ul><br> ",
    "description_text": "IMPORTANT - Watch this quick Loom video on how to get hired:\n https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0\n C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.\n PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH\n JOB TITLE\n GHL Lead Management Specialist\n JOB ID\n DAVBEN1\n INDUSTRY\n Financial Services and Retirement Planning\n LOCATION\n LATAM / South Africa (VERY neutral accent is required for LATAM)\n JOB STATUS\n Full Time (32 hours/week)\n WORK SCHEDULE\n Monday to Thursday 9:00am to 5:00pm EST\n SALARY\n $12 - $15/hour (Based on Experience) + performance-based bonuses\n TARGET START DATE\n ASAP\n  ROLE OVERVIEW\n  About the Client:\n The client is a retirement planning and annuity advisory firm based in the United States that specializes in helping individuals aged 55 and older protect and maximize their retirement assets. Through personalized education, financial guidance, and tailored annuity solutions, the company supports clients in making informed decisions about their financial future. With a highly consultative approach and an established reputation in the industry, the client is focused on delivering exceptional service while expanding its outreach and appointment pipeline through strategic lead management and automation.\n  About the Role:\n The Lead Management & Appointment Setting Specialist will be responsible for managing and nurturing the company's CRM database, executing outreach campaigns, qualifying prospects, and scheduling appointments for the advisor. This role combines CRM administration, marketing automation, sales support, and customer follow up to maximize engagement with existing and new leads. The ideal candidate is highly proactive, comfortable taking ownership of processes, and capable of leveraging GoHighLevel and AI tools to continuously improve campaign performance and appointment generation.\n  Key Responsibilities\n CRM & Lead Management\n Manage and organize leads within GoHighLevel.\n Reactivate existing leads through strategic outreach initiatives.\n Maintain accurate records and update prospect information.\n Track lead progression throughout the sales funnel.\n Campaign Development & Automation\n Build and manage email and SMS campaigns using GoHighLevel.\n Create automated workflows to engage prospects consistently.\n Adapt messaging based on market trends and economic conditions.\n Utilize AI tools to develop compelling campaign content and hooks.\n Appointment Setting & Qualification\n Contact prospects through calls, emails, and text messages.\n Qualify leads based on established criteria.\n Schedule consultations and follow up appointments with the advisor.\n Work toward achieving weekly appointment generation goals.\n Client Follow Up\n Follow up with prospects after consultations.\n Confirm receipt of educational materials and packages.\n Answer basic questions and escalate complex inquiries when needed.\n Maintain ongoing communication to increase conversion opportunities.\n Performance & Process Ownership\n Monitor campaign effectiveness and suggest improvements.\n Take initiative in optimizing workflows and outreach strategies.\n Identify opportunities to improve engagement and appointment rates.\n Execute responsibilities independently while maintaining accountability for results.\n Qualifications & Skills\n Must\n Previous experience using GoHighLevel for CRM management and campaign creation.\n Experience in appointment setting, lead qualification, or sales support.\n Strong verbal and written English communication skills.\n Experience creating email and SMS automation campaigns.\n Ability to manage multiple follow ups and maintain organized records.\n Comfortable making outbound calls and interacting with clients professionally.\n Strong understanding of sales processes and customer engagement.\n Ability to work independently with minimal supervision.\n Availability to work Monday through Thursday from 9:00 AM to 5:00 PM Eastern Time.\n Preferred\n Experience in financial services, insurance, retirement planning, or related industries.\n Familiarity with AI tools such as ChatGPT or Claude for content generation and productivity.\n Experience analyzing market trends to develop targeted messaging.\n Background working with CRM based marketing automation.\n Experience handling sensitive customer information with confidentiality and professionalism.\n   Personality Traits\n Proactive and self motivated with a strong ownership mentality.\n Goal oriented and driven by measurable results.\n Pleasant, engaging, and confident communicator over the phone.\n Resourceful problem solver who thinks beyond assigned tasks.\n Organized and detail oriented in managing multiple priorities.\n Professional, dependable, and committed to delivering high quality work.\n Adaptable and eager to continuously improve processes and performance.\n Positive attitude with a collaborative mindset and strong sense of accountability.",
    "jsonld_jobposting": {
      "url": "https://insideouthiring.applytojob.com/apply/FwbHbNyErc/Appointment-Setter-Job-ID-DAVBEN1",
      "@type": "JobPosting",
      "title": "Appointment Setter (Job ID: DAVBEN1)",
      "@context": "http://schema.org/",
      "baseSalary": {
        "@type": "MonetaryAmount",
        "value": {
          "@type": "QuantitativeValue",
          "maxValue": 15,
          "minValue": 12,
          "unitText": "HOUR"
        },
        "currency": "USD"
      },
      "datePosted": "2026-06-18",
      "description": "<p>IMPORTANT - Watch this quick Loom video on how to get hired:<br><a href=\"https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0\">https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0</a></p><ul><li>C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.</li><li>PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH</li></ul><br><div style=\"margin-left:-15px;\"><table style=\"border:none;border-collapse:collapse;\" width=\"617\"><colgroup><col width=\"169\"><col width=\"448\"></colgroup><tbody><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB TITLE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">GHL Lead Management Specialist</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB ID</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">DAVBEN1</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">INDUSTRY</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Financial Services and Retirement Planning</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">LOCATION</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"background-color:#ffffff;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">LATAM / South Africa</span></span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"background-color:#ffffff;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\"> (VERY neutral accent is required for LATAM)</span></span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">JOB STATUS</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Full Time (32 hours/week)</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">WORK SCHEDULE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Monday to Thursday 9:00am to 5:00pm EST</span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">SALARY</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">$12 - $15/hour </span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">(Based on Experience) </span></span></span></span></span></span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">+ performance-based bonuses </span></span></span></span></span></span></span></span></p></td></tr><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#ffffff;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:169px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">TARGET START DATE</span></span></span></span></span></span></span></span></p></td><td style=\"border-bottom:1px solid #000000;vertical-align:top;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:448px;\"><p style=\"line-height:1.2;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">ASAP</span></span></span></span></span></span></span></span></p></td></tr></tbody></table></div> <div style=\"margin-left:-17px;\"><table style=\"border:none;border-collapse:collapse;\" width=\"619\"><colgroup><col width=\"619\"></colgroup><tbody><tr><td style=\"border-bottom:1px solid #000000;vertical-align:top;background-color:#434343;padding:7px 7px 7px 7px;border-top:1px solid #000000;border-right:1px solid #000000;border-left:1px solid #000000;width:619px;\"><p style=\"line-height:1.2;text-align:center;\"><span style=\"overflow:hidden;\"><span><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#ffffff;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">ROLE OVERVIEW</span></span></span></span></span></span></span></span></p></td></tr></tbody></table></div> <p style=\"line-height:1.38;margin-left:-12px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">About the Client:</span></span></span></span></span></span></p><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">The client is a retirement planning and annuity advisory firm based in the United States that specializes in helping individuals aged 55 and older protect and maximize their retirement assets. Through personalized education, financial guidance, and tailored annuity solutions, the company supports clients in making informed decisions about their financial future. With a highly consultative approach and an established reputation in the industry, the client is focused on delivering exceptional service while expanding its outreach and appointment pipeline through strategic lead management and automation.</span></span></span></span></span></span></p> <p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">About the Role:</span></span></span></span></span></span></p><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">The Lead Management & Appointment Setting Specialist will be responsible for managing and nurturing the company's CRM database, executing outreach campaigns, qualifying prospects, and scheduling appointments for the advisor. This role combines CRM administration, marketing automation, sales support, and customer follow up to maximize engagement with existing and new leads. The ideal candidate is highly proactive, comfortable taking ownership of processes, and capable of leveraging GoHighLevel and AI tools to continuously improve campaign performance and appointment generation.</span></span></span></span></span></span></p> <p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Key Responsibilities</span></span></span></span></span></span></p><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">CRM & Lead Management</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Manage and organize leads within GoHighLevel.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Reactivate existing leads through strategic outreach initiatives.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Maintain accurate records and update prospect information.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Track lead progression throughout the sales funnel.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Campaign Development & Automation</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Build and manage email and SMS campaigns using GoHighLevel.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Create automated workflows to engage prospects consistently.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Adapt messaging based on market trends and economic conditions.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Utilize AI tools to develop compelling campaign content and hooks.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Appointment Setting & Qualification</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Contact prospects through calls, emails, and text messages.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Qualify leads based on established criteria.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Schedule consultations and follow up appointments with the advisor.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Work toward achieving weekly appointment generation goals.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Client Follow Up</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Follow up with prospects after consultations.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Confirm receipt of educational materials and packages.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Answer basic questions and escalate complex inquiries when needed.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Maintain ongoing communication to increase conversion opportunities.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Performance & Process Ownership</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Monitor campaign effectiveness and suggest improvements.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Take initiative in optimizing workflows and outreach strategies.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Identify opportunities to improve engagement and appointment rates.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Execute responsibilities independently while maintaining accountability for results.</span></span></span></span></span></span></li></ul><p style=\"line-height:1.38;margin-left:-12px;text-align:justify;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Qualifications & Skills</span></span></span></span></span></span></p><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Must</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Previous experience using GoHighLevel for CRM management and campaign creation.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience in appointment setting, lead qualification, or sales support.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Strong verbal and written English communication skills.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience creating email and SMS automation campaigns.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Ability to manage multiple follow ups and maintain organized records.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Comfortable making outbound calls and interacting with clients professionally.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Strong understanding of sales processes and customer engagement.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Ability to work independently with minimal supervision.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Availability to work Monday through Thursday from 9:00 AM to 5:00 PM Eastern Time.</span></span></span></span></span></span></li></ul><h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Preferred</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience in financial services, insurance, retirement planning, or related industries.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Familiarity with AI tools such as ChatGPT or Claude for content generation and productivity.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience analyzing market trends to develop targeted messaging.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Background working with CRM based marketing automation.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Experience handling sensitive customer information with confidentiality and professionalism.</span></span></span></span></span></span></li></ul> <h3 style=\"line-height:1.38;margin-left:-12px;text-align:justify;margin-top:19px;margin-bottom:5px;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:700;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Personality Traits</span></span></span></span></span></span></h3><ul><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Proactive and self motivated with a strong ownership mentality.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Goal oriented and driven by measurable results.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Pleasant, engaging, and confident communicator over the phone.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Resourceful problem solver who thinks beyond assigned tasks.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Organized and detail oriented in managing multiple priorities.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Professional, dependable, and committed to delivering high quality work.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Adaptable and eager to continuously improve processes and performance.</span></span></span></span></span></span></li><li style=\"list-style-type:disc;\"><span style=\"font-size:10pt;font-variant:normal;white-space:pre-wrap;\"><span style=\"font-family:Arial, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-weight:400;\"><span style=\"font-style:normal;\"><span style=\"text-decoration:none;\">Positive attitude with a collaborative mindset and strong sense of accountability.</span></span></span></span></span></span></li></ul><br> ",
      "jobLocation": {
        "@type": "Place",
        "address": {
          "@type": "PostalAddress",
          "postalCode": "",
          "addressRegion": "",
          "addressLocality": ""
        }
      },
      "validThrough": "2026-09-16",
      "uniqueJobCode": "job_20260616200259_0EAVXFTKNG72QJFQ",
      "employmentType": "FULL_TIME",
      "jobLocationType": "TELECOMMUTE",
      "hiringOrganization": {
        "name": "Inside Out Hiring",
        "@type": "Organization",
        "sameAs": "https://www.insideoutvas.com/"
      },
      "experienceRequirements": "Experienced",
      "applicantLocationRequirements": {
        "name": "ZA",
        "@type": "Country"
      }
    }
  },
  "list_job": {
    "id": "FwbHbNyErc",
    "title": "Appointment Setter (Job ID: DAVBEN1)",
    "detailUrl": "https://insideouthiring.applytojob.com/apply/jobs/details/FwbHbNyErc?&"
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}