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
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
All the tech you need as a financial advisor: ๐ Risk Software ๐ค AI for financial advisors ๐ป Plan prospecting software ๐๏ธ Retirement plan database ๐ Insights from Risk Experts