Accredited Investor Appointment Setter

Company Description LeadPoint Recruitment specializes in strategic hiring solutions for call center and BPO operations across Egypt. The organization focuses on connecting businesses with skilled customer service and sales professionals to support high-performance teams. By aligning talent with operational needs, LeadPoint Recruitment helps clients improve efficiency and drive measurable growth. The company emphasizes professionalism, results-oriented recruitment, and long-term partnerships with both clients and candidates.
Role Description This is a full-time remote role for an Accredited Investor Appointment Setter. In this position, the individual will contact potential accredited investors, qualify leads based on defined criteria, and schedule appointments with investment advisors or sales representatives. Daily responsibilities include handling outbound calls, following up on inquiries, maintaining accurate records in CRM systems, and adhering to compliance and disclosure guidelines related to investor communications. The role also involves collaborating with the sales team to optimize appointment quality, meeting call and conversion targets, and continuously improving scripts and outreach approaches based on feedback and performance data.
Qualifications

• Strong communication and interpersonal skills, including clear verbal presentation and active listening.
• Demonstrated experience in outbound calling, lead qualification, or appointment setting, preferably with investors or high-net-worth clients.
• Ability to work with CRM or contact management tools, maintain accurate records, and follow structured workflows.
• Basic understanding of investment concepts and what defines an accredited investor, with willingness to learn and follow regulatory guidelines.
• Goal-oriented mindset with the ability to meet call volume, conversion, and appointment-setting targets in a remote environment.
• High level of professionalism, discretion, and ethical conduct when handling sensitive financial and personal information.
• Comfort working independently in a remote setting, managing time effectively, and coordinating with a distributed team.
• Previous experience in call center, BPO, sales, or financial services is an advantage; relevant training or certifications in sales or finance are beneficial.