Appointment Setter

Location: West Jordan, Utah (Less than 5 minutes from I-15, Redwood Road, and 9000 South

Job Type: Full-Time (Longer-term career-minded position)

Salary: $50K with $30K to $60K Additional Bonus

Benefits: Health Care stipend, Life insurance, Vision, Dental, Telemed & Tele-Mental health at 100% coverage for individuals and families. 401K with 4% match, Flexible PTO policy.

Why Work with Us: At The Investors Edge, your ideas matter, and so do you. As a small company in business for 20 years, we've won the Salt Lake Tribune Top Workplace and been listed on the Inc 5000 twice. We focus on innovation, accountability, and personal excellence, with a mission to help everyone create their best life through financial freedom. Our collaborative employees are passionate, respectful, and enjoy working together to provide best-in-class solutions. We take pride in removing shady tactics and deception from the marketplace, making it simple to change the future through the effort you put in today.

Perks: Ability to work from home one day per week for improved work/life balance, onsite Gym, Sauna, Showers, and Massage chair. Full kitchen equipped with an oven, stove, and Coke Freestyle machine. Sit or stand desks, relaxed dress code, and reserved parking right by the employee entrance.

Responsibilities: As the Appointment Setter (No Sales Experience Required), your focus will be to turn warm leads into qualified appointments through calls, texts, and contact with 50 warm leads per day. Average 30 conversations daily, follow the script, record answers, and not sell.

Qualifications: 2 years of phone experience (not necessarily in sales), experience with phone time (5-7 hours per day for two years), business to consumer over the phone experience (at least 1 year). Demonstrated ability to be coachable and implement feedback, must be an extrovert, enjoys talking to people on the phone with confidence and competence.

Measurable Accountabilities: Handle 50 new leads per day while following up with the pipeline of leads. Up to 30 conversations per day, setting 45 appointments per week. Lead to Conversations: 38%, Show Rate: 36%, Dollar Per Lead: $150, Phone Available Time (Talk time + Time in Que): 6 hours per day.

Key Behavioral Competencies: Leading Edge, Resourcefulness/Initiative, Organization/Planning, Excellence, Independence, Stress Management, Tenacity.

Experience/Technical Skills: CRM experience (Hubspot, Salesforce, etc.), phone system experience with VOIP (Voice over IP or Softphone), demonstrated track record of calling over the phone. Ability to follow the script consistently and ability to grind, having the same conversation with multiple people in the same script day after day with consistency.

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