Appointment Setter (Voice) - Australian Financial Services | Full-Time, AEST Hours

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Full Time

: SALARY

PHP 35,000 - PHP 50,000

: HOURS PER WEEK

40

: DATE UPDATED

Aug 4, 2026

JOB OVERVIEW

Role Snapshot
Delphi & Co is an Australian wealth-creation advisory that helps everyday Australians build a property-backed path to financial freedom. We're hiring a full-time Appointment Setter to own the front end of our sales pipeline - reaching every new lead fast, reviving our database of past enquiries, and keeping our advisers' calendars full of confirmed, qualified conversations. You are the first human voice a prospect hears from Delphi, and the reason our advisers spend their time advising instead of chasing.

Mission of the Role
To take appointment booking completely off the Investment Property Specialist plates so their time goes into the conversations that create clients, not the chasing that fills a calendar. Today our advisers book their own appointments every hour they spend dialling and confirming is an hour they aren't selling. Your mission is to own everything between "a lead exists" and "a qualified prospect shows up to a booked call": speed-to-lead, outbound reactivation, confirmations, no-show recovery, and clean handover notes. When you're thriving, the team will walk into full calendars of prospects who show up, already feel looked after, and are ready to talk.

Core Responsibilities
• Speed-to-Lead & New Enquiries (35%) - Be the fastest thing in the pipeline. Call and SMS every new lead within minutes during calling hours - never more than a few hours outside them. Warm them up, qualify against our criteria, and book them into the right adviser's calendar. Monday starts with every lead that came in over the weekend.
• Database Reactivation (25%) - Work our database of 4,900+ past enquiries in structured daily outbound blocks calls and SMS to a set list, following the playbook, booking the ones who are ready now and scheduling follow-ups for the ones who aren't yet.
• Show-Up Rate & No-Show Recovery (20%) - Own the gap between "booked" and "showed". Run confirmations and reminders on every appointment, reschedule wobblers before they vanish, and chase every no-show the same day. A booked call that doesn't happen is your problem to solve.
• CRM Hygiene & Sales Support (20%) - Log every touch, outcome, and next step in the CRM - nothing lives in your head or your notebook. Prep a short handover note for every booked call so Investment Property Specialists walk in knowing exactly who they're talking to and what's already been said. Support the sales team with follow-up tasks that keep deals moving.

An important boundary: you book conversations you never give financial advice. Questions about super, property, borrowing, or what someone "should do" always go to the advisers. Delphi operates under an Australian financial services licence, and knowing where your role stops is part of doing it well.

You'll use AI tools daily to work faster - drafting follow-up messages, summarising call notes, and prepping handovers. We're an AI-forward team and expect you to be too.

Success Metrics
• Speed-to-lead - New leads receive a call attempt within 15 minutes during calling hours, 100% within one business day.
• Show-up rate - 70%+ of booked appointments show, sustained by 90 days.
• Booking quality - Prospects booked fit our qualification criteria; advisers aren't burning slots on calls that should never have been booked.
• Nothing slips - Zero leads sitting untouched in the CRM for more than one business day; every no-show chased same-day.
• Adviser trust - By 90 days, Investment Property Specialists have stopped checking behind you - handover notes are complete, calendars run themselves, and "it's booked" means it's confirmed, reminded, and noted.

Weekly "Big 3" Goals
1. Every new lead touched fast - the pipeline never stalls at the front door.
2. Both advisers' calendars full of confirmed, qualified appointments.
3. No lead, no-show, or follow-up left unchased the CRM tells the truth at all times.

?
Monthly Reflection Questions
• Where did leads go cold this month, and what would have caught them earlier?
• Which reminder or confirmation touch is doing the most work for show-up rate and which is doing nothing?
• What did prospects consistently ask or worry about that the advisers should hear?
• Which part of my daily routine could be templated or automated to buy back an hour?

Our Culture in Action
Delphi's brand is the calm truth-teller no hype, no pressure, no countdown-timer sales tactics. That standard applies to every call you make. We're looking for a confident conversationalist first: someone who can hold a genuine, unhurried conversation with a 45-60 year old Australian about their financial position without sounding like they're reading a script. Around that sits polite relentlessness you'll happily make the sixth touch without taking the first five personally and real process discipline: you follow the playbook, log everything, and flag what's not working instead of quietly improvising. Prospects should come off a call with you feeling looked after, not sold to. That's the Delphi experience, and on the phones, you are it.

Logistics & Tools
• Commitment: Full-time, remote (offshore welcome). Your working day aligns with Australian business hours (AEST) - that's when the phones matter.
• Core work: Outbound and inbound calling, SMS follow-up, and calendar management inside a modern CRM with dialler and pipeline tracking (full training provided on our setup).
• Communication: Fluent, confident spoken and written English is essential - this is a phone-first role talking to Australian professionals about serious money decisions.
• AI tools: Daily use of AI (ChatGPT, Claude, and similar) is expected and encouraged for drafting, summarising, and prep.

Team structure: You'll work directly with our advisers, who run the sales conversations - you own everything that gets prospects into those conversations and makes sure they happen.

Final Note
If you're the kind of person who gets genuine satisfaction from a full calendar, a 70% show rate, and a prospect saying "thanks for staying on me about this" we want to hear from you. This is a role for someone who takes pride in being the most reliable link in the chain. When you apply, include a short voice recording (60-90 seconds) telling us about a time you turned a "not now" into a "yes" - we want to hear how you sound on the phone, because that's where you'll live.

SKILL REQUIREMENT

Outbound Sales Appointment Setting Lead Generation

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0011
Controller Execution Time ( Jobseekers / Job )	0.0154
Total Execution Time	0.0173

GET DATA

No GET data exists

MEMORY USAGE

1,524,672 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Appointment-Setter-Voice-Australian-Financial-Services-Full-Time-AEST-Hours-1701578

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0082 seconds) (Hide)

0.0003	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0011	SELECT * FROM `employer_jobs` WHERE `job_id` = 1701578 LIMIT 1
0.0003	SELECT * FROM `employers` WHERE `employer_id` = 860966 LIMIT 1
0.0007	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1701578 AND `misc`.`id` IS NULL
0.0004	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-08-30',ej.date_added) duration_days, DATEDIFF('2026-08-30',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-08-30',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1701578'
0.0007	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1701578
0.0010	`UPDATE employer_jobs SET hit_counts = '*Aug-04-2026=1126Aug-05-2026=55Aug-06-2026=27Aug-07-2026=13Aug-08-2026=8Aug-09-2026=8Aug-10-2026=10Aug-11-2026=13Aug-12-2026=11Aug-13-2026=7Aug-14-2026=7Aug-15-2026=3Aug-16-2026=6Aug-17-2026=10Aug-18-2026=5Aug-19-2026=7Aug-20-2026=1Aug-21-2026=2Aug-23-2026=3Aug-24-2026=7Aug-25-2026=2Aug-26-2026=1Aug-27-2026=1Aug-28-2026=5Aug-29-2026=3*Aug-30-2026=1' WHERE job_id= '1701578'`
0.0005	`UPDATE employer_jobs SET monthly_hits = '***Aug-2026=1340' WHERE job_id= '1701578'`
0.0007	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1701578' AND status LIKE 'sent%' ORDER BY id DESC`
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1701578
0.0016	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '860966' AND `date_added` >= '2022-06-08'
0.0003	`select * from teasers`
0.0002	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1788070683
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Appointment-Setter-Voice-Australian-Financial-Services-Full-Time-AEST-Hours-1701578
csrf-token	dd256b62704c1599bc4ed5ed024238e7

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.52
HTTP_DNT

Appointment Setter (Voice) - Australian Financial Services | Full-Time, AEST Hours

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?