Inside Sales Appointment Setter – Financial Services (Remote)

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Join Our Team as an Inside Sales Appointment Setter – Financial Services (Remote)


Remote | Full-Time | $97K OTE


At The Investors Edge, we believe in creating financial freedom — for our customers and our team. We’ve spent 20 years building a platform that helps everyday people succeed in real estate investing, and now we’re looking for someone who thrives on making connections, driving conversations, and delivering real results.


Why You'll Thrive Here:

You’ll join a team that’s been recognized by the Salt Lake Tribune and Inc. 5000. We’re not a stuffy office or a flashy startup. We’re scrappy, sincere, and successful. Your voice matters here. So does your work ethic.


We cut through hype and gimmicks to deliver real value. And we expect our team to do the same.


Your Week at a Glance:

  • Mon–Thurs: 1:30PM to 9PM or 10PM MST
  • Friday: 1:30PM to 5PM MST
  • Talk to 25+ warm leads each day
  • Stay on the phones for 3.5+ hrs/day
  • Convert leads into meaningful conversations and appointments
  • Follow a proven script and track it all in our CRM

The Role in Numbers:

  • Base Pay: $52K
  • Bonus Potential: $27K+
  • On-Target Earnings: $97K

Who You Are:

  • You make 60+ calls/day and still bring energy to each one
  • You love B2C selling, especially high-ticket
  • You’ve held no more than 3 jobs in the last 5 years
  • You’re confident, coachable, and organized under pressure
  • You’ve been recognized for excellence — personally or professionally
  • You follow scripts, track your activity, and grind with purpose
  • You haven’t been self-employed in the past 6 months
  • You thrive on structure, expectations, and results

Performance Metrics You'll Own:

  • 50% of leads turn into real conversations
  • 45% of conversations become appointments
  • 93% of pitch calls become qualified prospects
  • $150–$250+ per lead (28-day average)

Our Benefits:

  • 100% covered health, dental, vision, and mental health (for you and your family)
  • 401(k) with 4% match
  • Flexible PTO
  • Fully remote
  • No suits. No office drama. Just great work with great people.

Think you’re the right fit? Apply now and show us what you’ve got.


Associates


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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...