Tax Brilliance Advisors · 3 months ago
Appointment Setter
United States
Full-time
Remote
Mid Level
3+ years expTax Brilliance Advisors is dedicated to helping business owners and families protect wealth and reduce taxes through specialized tax planning and insurance solutions. They are seeking a motivated Appointment Setter to connect with leads, book qualified calls, and maintain a full client pipeline, playing a crucial role in the company's growth.
Accounting
Responsibilities
Make daily outbound calls, texts, and emails to leads/prospects
Confirm upcoming appointments with prospects (24-hour reminders)
Follow up with no-shows, reschedules, and event/webinar attendees
Manage the daily lead list, prioritize outreach, and log all activity in Close CRM
Qualify prospects before booking calls (fit, interest, availability)
Update the Chief Advisor’s calendar with confirmed meetings
Consistently hit appointment-setting KPIs
Qualification
Required
3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus)
Strong phone presence and confidence speaking with business owners/families
Comfortable with outbound activity — calls, texts, emails
CRM experience (Close, Salesforce, HubSpot, etc.)
Highly organized and consistent with follow-up
Self-motivated, goal-oriented, and resilient
Positive attitude and strong work ethic in a remote environment
Benefits
100% remote with flexible work setup.
Base pay + commission structure with unlimited earning potential.
Clear growth path into client services, licensed advisor support, or sales roles.
Company
Tax Brilliance Advisors
We believe our clients deserve to be stress from tax issues.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase