job description
Join PAG Advisory as a Part-Time Appointment Setter and play a pivotal role in connecting high-potential leads with our expert financial advisors. This remote opportunity is perfect for self-motivated individuals in Bali who excel in communication and thrive in a results-driven environment.
In this role, you’ll receive a steady stream of pre-qualified leads—your mission is to engage them professionally, build rapport, and secure appointments that drive business growth. No cold calling or hard selling required; just your ability to connect, listen, and convert interest into action.
Ideal for those seeking flexible, part-time work with the potential for long-term collaboration, this position offers competitive hourly pay and the freedom to work from anywhere in Bali. Whether you're in Canggu, Ubud, or Denpasar, this role fits seamlessly into your lifestyle while providing meaningful impact.
Why Apply?
- Flexible hours tailored to your schedule
- Remote work with no commute
- Clear, performance-based incentives
- Opportunity to grow within a dynamic financial services firm
Responsibility
- Contact pre-qualified leads via phone, email, or chat to introduce PAG Advisory’s financial services
- Build trust and rapport with prospects through professional and empathetic communication
- Schedule appointments for financial advisors, ensuring high conversion rates
- Accurately document all interactions and outcomes in the CRM system
- Follow up with leads promptly to maximize engagement opportunities
- Adhere to scripts and compliance guidelines while maintaining a natural, conversational tone
- Collaborate with the team to refine outreach strategies based on feedback and results
- Meet or exceed weekly appointment-setting targets
Qualifications
- Fluent in English with excellent verbal and written communication skills
- Proven experience in sales, customer service, or appointment setting (preferred but not required)
- Strong interpersonal skills with the ability to engage and persuade
- Self-disciplined and able to manage time effectively in a remote setting
- Comfortable working with CRM tools and basic computer applications
- Results-oriented with a track record of meeting or exceeding targets
- Based in Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung)
- Reliable internet connection and quiet workspace