job description
Join PAG Advisory as a Remote Part-Time Appointment Setter and play a pivotal role in connecting high-net-worth individuals with our expert financial advisors. This flexible, home-based opportunity allows you to work from the comfort of Bali while contributing to a global financial services leader.
In this role, you’ll receive pre-qualified leads and leverage your communication skills to schedule consultations for our advisors. No cold calling—just warm, meaningful conversations with prospective clients who are already interested in financial planning, wealth management, or investment strategies.
Ideal for self-starters with a knack for relationship-building, this position offers competitive hourly pay, a supportive team environment, and the freedom to design your own schedule. Whether you’re a student, a professional seeking supplemental income, or someone passionate about finance, this role provides a gateway to the dynamic world of financial services.
Why Apply?
- Work remotely from Bali with flexible hours.
- No prior sales experience required—full training provided.
- Earn $12–$15/hour based on performance and appointment volume.
- Gain exposure to the financial advisory industry.
- Be part of a growing, international team.
Responsibility
- Contact pre-qualified leads via phone, email, or messaging platforms to introduce PAG Advisory’s services.
- Engage prospects in professional, consultative conversations to assess their financial needs.
- Schedule appointments for financial advisors, ensuring accurate calendar management and follow-ups.
- Maintain detailed records of all interactions in the CRM system for tracking and reporting.
- Provide exceptional customer service, addressing inquiries and concerns promptly and courteously.
- Collaborate with the sales team to refine lead engagement strategies and improve conversion rates.
- Meet or exceed weekly/monthly appointment-setting targets.
- Stay updated on PAG Advisory’s service offerings to communicate value propositions effectively.
Qualifications
- Fluent in English with excellent verbal and written communication skills.
- Strong interpersonal abilities with a customer-centric approach.
- Basic computer literacy (CRM tools, email, spreadsheets).
- Self-motivated with the ability to work independently in a remote setting.
- Organized and detail-oriented, with time-management skills to handle multiple leads efficiently.
- Prior experience in sales, customer service, or administrative roles is a plus but not required.
- Reliable internet connection and a quiet workspace in Bali.
- Availability to work part-time (minimum 15–20 hours/week).