Appointment Setter - Remote + Full Time (Warm Leads)

    Convertros

    🇺🇸 United States
    Remote
    Financial
    Base + Commission
    See your match score
    Posted 3 weeks ago
    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    At Convertros, we're building something different.A remote-first sales team where high performers thrive, learning never stops, and growth isn't a promise — it's a process you can see every 90 days. We're scaling fast. We're hiring people who want more than just a job. This is where your sales career actually takes off.🌍 Work from anywhere — Seriously.We've been remote since day one.

    You'll collaborate with teammates across the world, with the autonomy to perform from wherever you are. No office, no politics, no wasted time.💸 You win, you earn.This is a commission-based role designed for those who want their effort to translate into results. Top-performing BDAs earn competitive weekly pay, with clear metrics and consistent payouts. Your income scales with your performance.

    You set the pace.🚀 Your career path is real.We promote from within — always. Every 90 days, you'll be reviewed on your numbers and your mindset. All of our leaders started in this exact role. We don't skip the climb — we've just made it fast and transparent.📞

    What you'll be doingAs a BDA, you'll be the first voice for U.S. consumer brands in Financial Services and Home Improvement. Handle inbound leads — warm calls, no cold prospecting. Turn interest into action: bookings, appointments, enrollments. Own your performance and get real-time coaching to improve fast. Full-time shift (40 hrs/week), scheduled between 12 PM and 12 AM EST.

    You'll be measured — but you'll never be micromanaged.🧠 Who thrives hereYou don't need sales experience — you need the right mindset. You learn fast and act faster. You welcome feedback, not just praise. You want responsibility, not babysitting. You value growth more than comfort. If you live by Hustle, Curiosity, Ownership and Care — you'll feel right at home. Not sure if you're ready?

    Apply anyway.

    What we can't teach is drive. Everything else, we'll build together.💥 Ready? No fluff. No bureaucracy. No ceilings. Just you, your ambition, and the tools to turn it

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Yes

    Ramp Period

    Not mentioned — clarify timeline

    Selling Motion

    Prospecting

    Hybrid

    Mix of inbound leads and outbound prospecting

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required
    Prospecting·Required skill

    Typical Day — Sales Rep

    Outreach calls30–50/day
    Email sequences20–40/day
    Client meetings3–5/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Inbound Leads

    Warm leads provided

    ✓
    Remote Friendly

    Location flexibility

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    Sales
    Business-Development
    Appointment-Setting
    Inside-Sales
    Lead-Generation
    —

    Why are you interested in this role?

    Template question
    —

    What motivates you in a sales environment?

    Template question
    —

    How do you handle rejection?

    Template question
    Research Convertros's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Research typical OTE splits for this role level and negotiate accordingly
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This appointment setter - remote + full time (warm leads) position with Convertros offers an opportunity to develop your sales career in a competitive market.

    Financial services sales requires strong compliance awareness and regulatory knowledge.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    Are you a closer?

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