Investment Appointment Setter

hace 2 días

Ciudad de México, Ciudad de México International Advisor LTD A tiempo completo

Are you passionate about sales and the financial world?

Do you speak English and want to grow your career in 
Savings & Investments
?

At 
International Advisor
, we're looking for a 
proactive
, persistent, and results-driven individual to 
contact leads and book meetings
 for our financial advisors.

Location:
 Calz. Gral. Mariano Escobedo 476, Chapultepec Morales (Anzures), Miguel Hidalgo, Mexico City

Schedule:
 Monday to Friday, 9:00 a.m. to 6:00 p.m. (
Hybrid mode:
 some days in the office, others remote)

What You'll Do

  • Make 
    calls and follow-ups
     (60–100 per day) to 
    book meetings
     for our Advisors.
  • Handle objections and 
    guide conversations
     toward the appointment.
  • Record activities in the 
    CRM
     and keep the contact pipeline up to date.
  • Collaborate with the commercial team to 
    improve contact and conversion rates
    .
  • Support 
    online lead generation
     through social media (Facebook, LinkedIn, etc.).
  • Represent a professional firm with access to 
    international financial institutions
    .

What We're Looking For

  • Proactive, persistent, and resilient
    , with strong goal orientation.
  • Excellent 
    verbal communication
     and professional demeanor (Spanish + 
    English B2+
    ).
  • Minimum 
    1–2 years of experience
     in telesales, call centers, telemarketing, or appointment setting (preferably in 
    finance, insurance, or investments
    ).
  • Basic knowledge of 
    CRM tools
     (HubSpot, Zoho, or Excel) and 
    Google Workspace / Microsoft Office
    .
  • Familiarity with 
    social media for online lead generation
     is a big plus.
  • Highly organized, consistent, and disciplined in follow-up routines.

Growth & Benefits

  • Full training
     in the financial industry (Savings & Investments).
  • Career development plan
     with the possibility to grow into a 
    Financial Sales Executive or Advisor
     role.
  • Salary:
     Negotiable MXN base per month 
    + commissions
    , typically reaching 
    $20,000–$30,000 MXN/month
     once up and running. To be discussed in an initial call/meeting.
  • High-performance, 
    confidential, and international work culture
    .

How to Apply

Send your 
CV + cover letter
 to 
a.-
 with the subject line:

"Appointment Setter – [Your Name] – Bilingual"

In your cover letter (max. 6–8 lines), please include:

  1. Your 
    English level
     (e.g., B2/C1) and experience with calls or sales.
  2. A short example of 
    how you successfully booked a meeting
     from a cold lead.
  3. Any 
    experience with social media
     for lead generation.
  4. Your 
    availability to start
    .

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