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B2B Appointment Setter | High-Ticket Financial Advisory | US Market
Role summary
SetterFinance & Investing
2 applications
The role
Role description
Compass & Ledger is a boutique financial advisory firm specialising in investor readiness, capital raising and strategic CFO services for growing businesses, primarily in the US and UK.
We're looking for a highly driven B2B Appointment Setter to generate and qualify sales opportunities for our high-ticket Investor Ready / Capital Raise Partnership offering.
**Responsibilities:**
- Engage prospective clients through follow-ups with inbound leads and potentially outbound calls.
- Speak with founders, CEOs and business owners seeking capital or preparing for investment.
- Qualify prospects based on their funding needs, business stage, budget, decision-making authority and timeline.
- Book high-quality discovery calls directly into our sales team's calendars.
- Follow up consistently with interested prospects and nurture leads who aren't immediately ready.
- Maintain accurate CRM records and track outreach, appointments and show rates.
- Coordinate closely with our sales closers to improve lead quality and conversions.
This is a B2B professional services role, not a generic consumer sales position.
**You must be comfortable working US business hours**, including the ability to schedule and conduct conversations across US time zones.
We're looking for someone proactive, commercially minded and focused on generating genuine sales opportunities rather than simply maximising appointment volume.
Pay and conditions
Estimated earnings
$1,000 base / month + 2.5 % commission
Desired profile
We're looking for an experienced, confident B2B appointment setter who can communicate professionally with senior decision-makers and consistently generate qualified sales appointments.
**Requirements:**
- Minimum 2 years' experience in B2B appointment setting, SDR or outbound business development.
- Proven track record booking qualified meetings for high-ticket B2B services.
- Excellent spoken and written English.
- Confident speaking directly with founders, CEOs and business owners.
- Strong cold outreach, follow-up and lead qualification skills.
- Experience using CRM systems, LinkedIn and outbound sales tools.
- Comfortable working US business hours, including Eastern and Pacific time zones.
- Highly organised, persistent and motivated by performance.
Experience in financial advisory, capital raising, consulting, professional services or other high-ticket B2B offerings is desirable.
We particularly value candidates who can demonstrate actual appointment volumes, show rates and conversion into genuine sales opportunities.
We're looking for someone who can become a long-term part of our sales operation as we scale.
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