Appointment Setter – Financial Services

4 days ago

Bundall, Queensland, Australia 99679e33-c2a9-4e90-bb90-4dd4ef574471 Full time $40,000 - $80,000 per year

Regatta is a fast-growing financial and property advisory business helping Australians reduce tax and build wealth. We're looking for a confident, coachable Appointment Setter to speak with warm leads and book them into strategy sessions with our senior team.

What you'll do
  • Call warm leads who have opted in for our guides or ads.
  • Hold short, professional conversations to understand their situation.
  • Qualify if they're the right fit and book them into a strategy call.
  • Follow our script framework while sounding natural.
  • Keep notes and stages updated in our CRM (GoHighLevel).
  • Participate in brief daily check-ins and weekly coaching.
Who this role is perfect for
  • You're confident on the phone and enjoy speaking with people.
  • You're organised, reliable and take ownership of your work.
  • You're coachable and open to feedback.
  • You want a performance-based environment without the drama.
What we offer
  • Full-time role (Mon–Fri), remote within Australia.
  • Base salary + super + performance bonuses.
  • Full training provided, including scripts, call review and coaching.
  • Supportive, high-standard team culture.
What you need
  • Experience in phone-based sales, customer service or appointment setting.
  • Clear communication and strong English.
  • Good computer skills and reliable home setup.
How to apply

Send your CV and a short voice note or Loom clip (1–2 mins) explaining:

  1. Why you want this role at Regatta, and
  2. An example of when you performed well in a phone-based or target-driven role.

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