Appointment Setter (Remote)

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TYPE OF WORK

Part Time

SALARY

4.5/Hour

HOURS PER WEEK

12

DATE UPDATED

Jul 18, 2026

JOB OVERVIEW

About Us:
TMB Tax Bureau is a multi-brand financial services company — tax prep, credit restoration, CRM software, and tax pro education. Our appointment setters are the front door of our sales process: friendly, sharp, and consistent.

What You'll Do:


Make outbound calls and send follow-up messages to leads from our campaigns
Follow our provided scripts to qualify prospects and book discovery calls for our closers
Confirm and remind booked appointments to reduce no-shows
Update lead status, notes, and tags in our CRM (GoHighLevel)
Work through call lists consistently and hit daily activity targets
Respond to inbound inquiries and route them to the right calendar


What We're Looking For:


Clear, friendly spoken and written English
Prior appointment setting, cold calling, telemarketing, or customer service experience preferred
Comfortable making high-volume outbound calls daily
Organized, consistent, and great at follow-up
Reliable internet, quiet workspace, quality headset
CRM experience (GoHighLevel a plus) — we'll train the right person


Skills:


Outbound calling & cold outreach
Lead qualification & pre-screening
Clear phone communication & phone etiquette
Calendar management & appointment scheduling
Persistence & follow-up consistency
CRM updates & lead tagging (GoHighLevel preferred)
Text/email follow-up writing
Organization & daily activity tracking


Compensation & Growth:


$4.50/hr starting pay
Bonuses for booked appointments that show and convert
First performance review at 45 days with raise opportunity
All scripts and training provided
Clear path to promotion into a closer role for top performers

SKILL REQUIREMENT
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