(Remote – Philippines)
🧾 About the Role
1840 & Company is seeking a motivated Appointment Setter to join our outreach team and play a crucial role in connecting high-net-worth prospects with our senior wealth advisors. If you have a background in finance, sales, or client engagement—and thrive on relationship-building—this role is your gateway to growth.
✅ Position Highlights
• 💰 Pay: $4 – $5 per hour
• 📍 Location: Remote (Philippines only)
• 🕒 Schedule: Flexible, with performance-based metrics
• 💼 Employment Type: Full-time
• 🏢 Department: APAC – Outreach
📋 What You’ll Own
• Conduct outbound calls, emails, and LinkedIn messaging to engage potential investors
• Qualify leads based on investment profile and interest level
• Schedule meetings between qualified prospects and wealth advisors
• Maintain clean, accurate records of outreach in CRM systems
• Follow up with warm leads and re-engage past contacts
• Collaborate with marketing and sales teams to improve messaging and conversion
🎯 Must-Have Traits
• Proven experience in lead generation, appointment setting, or outbound sales
• Excellent communication—verbal and written—with a professional tone
• Strong interpersonal skills and comfort speaking with high-net-worth individuals
• Organized, self-driven, and goal-oriented
• Familiarity with CRM systems and outreach tools (a plus)
• Experience in financial services or investment sectors preferred
💻 Remote Requirements
• Reliable high-speed internet
• Quiet, dedicated workspace
• Laptop or desktop with webcam and audio capability
💡 Why It’s a Win for Sales-Minded Talent
• Performance-driven flexibility—own your schedule and your success
• Get in early with a fast-growing investment firm targeting premium clientele
• Work from anywhere in the Philippines
• Refine your sales craft while learning about hedge fund investing
• Play a key part in a mission to deliver high-performing financial growth
✍️ Call to Action
Ready to schedule the next big opportunity? If you’re hungry for results, confident with outreach, and eager to make an impact—apply now and be part of our elite appointment-setting team at 1840 & Company.