Appointment Setting Representative jobs in United States
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RiXtrema ยท 1 day ago

Appointment Setting Representative

RiXtrema is seeking a US-based Appointment Setting Representative to work with a new AI-powered calling system. The role involves placing outbound calls, handling live conversations, and setting qualified appointments without any sales responsibilities.

Financial Services

Responsibilities

Place outbound calls using an AI-assisted platform
Take over live conversations when calls are answered
Use AI-provided context to personalize conversations in real time
Clearly explain the purpose of the call and schedule appointments
Maintain accurate notes and appointment details in the system
Follow approved scripts and compliance guidelines

Qualification

Appointment settingProfessional phone presenceCustomer outreachCall center experienceAI-assisted platform usage

Required

Based in the United States (required)
Clear, confident, and professional phone presence
Comfortable speaking live with professionals and decision-makers
Ability to follow structure while sounding natural
Reliable internet and a quiet, professional workspace

Preferred

Experience in appointment setting, inside sales support, call centers, or customer outreach preferred

Company

RiXtrema

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All the tech you need as a financial advisor: ๐Ÿ“ˆ Risk Software ๐Ÿค– AI for financial advisors ๐Ÿ’ป Plan prospecting software ๐Ÿ—ƒ๏ธ Retirement plan database ๐Ÿ’Ž Insights from Risk Experts

Funding

Current Stage
Early Stage

Leadership Team

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Alexandr Starodubtsev
COO, Director of Customer Success
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Company data provided by crunchbase