High-Ticket SDR / Appointment Setter (Financial Sector)

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TYPE OF WORK

Full Time

SALARY

2000

HOURS PER WEEK

40

DATE UPDATED

Mar 20, 2026

JOB OVERVIEW

Intersection Advisory is a premier USA-based recruiting firm. We help top-tier Financial Advisors transition to massive platforms. We do not micromanage; we measure results. We use the best tech stack in the game: HubSpot, JustCall, ClickSend, and Slack.

The Money (Pay & Perks):
Base Pay: $4.00 USD per hour (Paid Bi-weekly). This is a consistent base salary.

The "Hunter" Bonuses:
$5 per Qualified Lead.
$30 per Held Appointment.

Team bonuses (We can go over in interview)
$1,500 Closed Deal Bonus
$300 Team Bonus

Potential Monthly Income: $800 (Base) + Bonuses = $1,500 - $2,500+

The Mission:
High-Volume Hunting: Execute 200 outbound calls daily using our power dialer.
Precision: Identify qualified financial advisors and book meetings for our Managing Partner.
Speed: Manage leads in HubSpot in real-time.
Communication: Be active on Slack. We work as a unit.
Requirements (Non-Negotiable):

English Mastery: You must sound like a US local. Impeccable grammar and tone.
Tech Setup: Wired Internet (Ethernet), Noise Canceling Headset, and a professional home office environment.
Experience: Minimum 2 years in high-volume cold calling (Real Estate, Insurance, or Recruiting).

HOW TO APPLY (Read Carefully) To prove you are detail-oriented, follow these exact steps. If you miss one, your application will be deleted immediately.

1. The Subject Line: Solve this math problem: 14 + 13 = ? Write ONLY the number in the subject line of your email.

2. The Email Body:
Attach your Resume (PDF only).
Include a link to a Loom Video (Video is required).

3. The Loom Video Script: Record yourself reading this line with high energy: "Hi, this is [Name] with Intersection Advisory. I'm reaching out because your profile caught our attention regarding the recent shifts at UBS. Do you have 30 seconds?"

Where to Send: Email everything to: ----------

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