Appointment Setter

Job responsibilities

Lead research - making sure information in the data base is up to date and complete

Outbound calling and emailing to potential clients

Reaching out to “unresponsive” clients to gauge interest level

Appointment setting and/or confirming

Sending out mailers

Help with MailChimp for mass emails or newsletter

Assist in tracking leads and active deals

Reporting on calls made

Daily activities:

Lead research – we will assign a list of 80-100 leads each day.

• Confirm the information that we have is correct

• Add any missing information (via web search or a phone call)

Email potential clients

Call to confirm receipt of email and try to set up phone appointments

Report on the assigned leads for that day

Job Qualifications:

Excellent communication skills (verbal and written)

Basic computer and phone skills

Ability to communicate over the phone effectively

Ability to be aggressive and persuasive enough to get the business owners contact information

Strong energy, work ethic and self-motivation

Desire to learn and understand the finance cycle in commercial real estate

We also feel that a bonus system will help keep them motivated. So, we would like to see something along these lines if possible.

For every signed LOI $50

Loan closing: $250