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Investment Appointment Setter
hace 8 horas
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:
- Your
English level
(e.g., B2/C1) and experience with calls or sales. - A short example of
how you successfully booked a meeting
from a cold lead. - Any
experience with social media
for lead generation. - Your
availability to start
.