Appointment Setter

2 weeks ago

Brisbane, Queensland, Australia Straight Path Financial Planning Full time $60,000 - $80,000 per year

About the Job

Are you a motivated, goal-driven communicator with proven experience in phone sales or telemarketing? Straight Path Financial Planning is seeking an Appointment Setter who thrives on hitting targets, is eager to learn, and wants to grow within the financial planning industry. This role is perfect for someone who enjoys engaging with people, works well under pressure, and is hungry to evolve their career.
This is an in-office role.

About Us

Straight Path Financial Planning is an advisory firm specialising in superannuation, personal insurance, and long-term wealth strategies. We pride ourselves on providing ethical, tailored advice and building strong, lasting relationships with our clients.

The Role

As an Appointment Setter, you'll be responsible for making outbound calls, speaking with prospective clients, and booking high-quality appointments for our advisers. Success in this role comes from staying motivated, reaching daily and weekly targets, and bringing positive energy and professionalism to every call.

Key Responsibilities

  • Making outbound calls to prospective clients.
  • Explaining our services in superannuation and insurance clearly and professionally.
  • Qualifying prospects and booking appointments with advisers.
  • Meeting and exceeding appointment-setting targets.
  • Accurately updating and maintaining CRM records.
  • Building trust and rapport with clients over the phone.

What We're Looking For

  • Minimum 2 years of experience in telemarketing, phone sales, or appointment setting.
  • Knowledge of superannuation and personal insurance (essential).
  • Previous financial services experience highly regarded.
  • Strong motivation with the ability to work towards and achieve targets.
  • Excellent communication and interpersonal skills.
  • Strong organisational skills with attention to detail.
  • Proficiency with CRM systems and Microsoft Office Suite.
  • Keen to learn, grow, and progress into more senior sales or advisory roles.

Please note: Applicants without finance knowledge or prior phone sales experience will not be considered.

Why Join Us?

  • Competitive salary packaging with commissions based on sales.
  • Opportunity to evolve and transition into sales or advisory positions.
  • Supportive, growth-focused environment with training and mentoring.
  • Convenient office location at Technology Office Park, Eight Mile Plains.
  • Be part of a driven, professional team where your effort is rewarded.


Apply today if you're motivated, results-driven, and ready to grow in financial services.

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