Appointment Setter

Virtual Appointment Setter Business Development & Lead Generation Specialist

Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing

Company: Chrysolite Investment Management Corporation (Chrysolite IMC)

Location: Remote (Domestic Opportunities Available)

Position Type: Full-Time

Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing

Department: Sales & Business Development

Reports To: Account Executive / Senior Account Executive / Director of Sales Executive Leadership & Revenue Growth

Compensation: Competitive Base Compensation + Appointment Incentives + Performance Bonuses + Career Advancement Opportunities

Build Relationships. Create Opportunities. Launch Your Sales Career.

Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking motivated, professional, and results-driven Virtual Appointment Setters Business Development & Lead Generation Specialists to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.

This role is designed for individuals who enjoy professional communication, connecting with business owners and prospective clients, generating qualified opportunities, and supporting a high-performing sales organization.

The Virtual Appointment Setter plays an important role in helping our sales team identify potential clients, initiate conversations, qualify opportunities, and schedule strategic meetings with qualified prospects.

If you are organized, confident on the phone, motivated by goals, and interested in developing a career in business development and sales, we encourage you to apply.

Position Summary

The Virtual Appointment Setter is responsible for conducting outbound prospecting activities, engaging potential clients, qualifying interest, scheduling appointments, and maintaining accurate lead information within the Company's CRM system.

This position supports Account Executives, Senior Account Executives, Senior Asset Managers, and Sales Leadership by creating qualified sales opportunities and maintaining a consistent appointment pipeline.

The successful candidate will demonstrate professionalism, persistence, strong communication skills, and the ability to build rapport with prospective clients.

Primary Responsibilities

Lead Generation & Prospecting

• Conduct outbound calls to prospective business clients and individuals.

• Contact qualified leads through phone, email, and approved communication channels.

• Introduce Chrysolite IMC and its Private Wealth Management and Commercial Real Estate investment solutions.

• Identify prospect needs, interests, and potential opportunities.

• Qualify prospects based on established criteria.

• Maintain organized lead lists and prospect records.

Appointment Setting Responsibilities

• Schedule qualified appointments for Account Executives and Senior Sales Professionals.

• Confirm appointment details with prospects.

• Maintain appointment calendars and scheduling accuracy.

• Provide appointment notes and prospect information to assigned sales representatives.

• Follow up with prospects regarding scheduled meetings.

• Track appointment outcomes and next steps.

CRM & Reporting Responsibilities

• Maintain accurate and complete CRM records.

• Document prospect conversations, activities, and follow-up requirements.

• Submit daily activity reports and appointment tracking information.

• Maintain updated lead status and pipeline information.

• Follow Company reporting procedures and documentation standards.

Daily Activities May Include

• Reviewing assigned prospect lists.

• Completing outbound calling activities.

• Sending professional follow-up communications.

• Qualifying prospective clients.

• Scheduling appointments.

• Updating CRM records.

• Participating in sales meetings and training sessions.

• Reviewing performance metrics and goals.

Qualifications

Required Qualifications

• High school diploma or equivalent.

• Strong verbal communication skills.

• Professional phone presence.

• Ability to communicate clearly and confidently.

• Strong organizational skills and attention to detail.

• Ability to work independently in a remote environment.

• Reliable internet connection and professional home office setup.

• Basic computer skills, including email, spreadsheets, and CRM systems.

Preferred Qualifications

• Previous appointment setting experience.

• Call center experience.

• Sales, customer service, telemarketing, or business development background.

• Experience with CRM platforms.

• Interest in financial services, investments, commercial real estate, or business consulting.

Core Competencies

Competency Description

Communication Ability to communicate professionally with prospects

Relationship Building Ability to establish trust quickly

Persistence Ability to maintain consistent outreach efforts

Organization Ability to manage leads, schedules, and documentation

Accountability Commitment to achieving activity goals

Professionalism Represents the Company with integrity

Learning Ability Willingness to learn products, services, and sales methods

Performance Expectations (KPIs)

Virtual Appointment Setters are expected to maintain consistent activity and performance standards, including:

Performance Area Expectations

Outbound Prospecting Consistent daily outreach activity

Lead Qualification Identify qualified opportunities

Appointment Setting Schedule quality sales meetings

CRM Compliance Complete accurate documentation

Follow-Up Maintain prospect communication

Training Completion Successfully complete required training

Team Support Provide quality opportunities for sales professionals

Performance expectations are established by management based on business objectives, market opportunities, and individual development level.

Compensation & Incentive Opportunities

Chrysolite IMC offers a performance-based compensation structure that may include:

• Competitive base compensation

• Qualified appointment incentives

• Performance bonuses

• Lead conversion incentives

• Sales achievement recognition

• Professional development opportunities

• Career advancement opportunities

Specific compensation details will be discussed during the interview process and documented within the applicable employment agreement and compensation plan.

Benefits

Eligible employees may receive access to benefits including:

• Medical, dental, and vision benefits

• Paid holidays and time off

• Retirement savings opportunities

• Professional training programs

• Sales development academy

• Leadership advancement opportunities

• Employee recognition programs

Benefits are subject to Company policies and applicable eligibility requirements.

Training & Development Program

New Virtual Appointment Setters receive training in:

• Chrysolite IMC company overview

• Private Wealth Management fundamentals

• Commercial Real Estate investment fundamentals

• Lead generation strategies

• Appointment-setting techniques

• B2B communication skills

• Cold calling fundamentals

• Objection handling

• CRM procedures

• Client communication standards

Career Advancement Path

Chrysolite IMC provides a structured career growth pathway:

Virtual Appointment Setter

Sales Representative (SR)

Account Executive (AE)

Senior Account Executive (SAE)

Major Account Executive (MAE)

Senior Asset Manager I

Senior Asset Manager II

Business Development Sales Manager (BDSM)

Director of Sales Executive Leadership & Revenue Growth

Why Join Chrysolite IMC?

At Chrysolite Investment Management Corporation, we believe strong client relationships begin with professional communication, consistent follow-through, and a commitment to delivering value.

This position provides an opportunity to develop valuable sales, communication, and business development skills while building a long-term career within the Private Wealth Management and Commercial Real Estate investment industries.

Hiring Process

Qualified candidates may participate in:

1. Resume review

2. Initial phone interview

3. Virtual Zoom interview

4. Communication and appointment-setting assessment

5. Completion of employment documentation

6. New hire training and onboarding

Apply Today

If you are motivated, professional, and interested in developing a career in business development, sales, and client relationship management, we invite you to apply for the Virtual Appoint Please forward cover letter & resume to: for review and consideration.

Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are based on qualifications, experience, merit, business needs, and applicable federal, state, and local laws.