Why Choose This Program?
- No Sales Background Required: Build your foundation from the ground up and receive expert training tailored for appointment setting for financial advisors.
- Precision Outreach & Lead Filtering: Learn how to identify, qualify, and book appointments with high-net-worth individuals and decision-makers in the financial sector.
- High-Demand Financial Sales Skill: Financial advisors are constantly searching for skilled appointment setters who can fill their calendar with serious prospects.
- Remote & Commission-Based Opportunities: Secure a flexible income stream working from anywhere—your earnings are performance-based with no cap.
- Job Guarantee or Full Refund: Land an appointment setting role with a financial advisor in 90 days or your tuition is refunded. Simple as that.
What You’ll Learn
- The role of an appointment setter in high-ticket sales
- How to research and qualify leads effectively
- Crafting scripts for cold calling, emails, and DMs
- Handling objections and increasing booking rates
- Psychology behind effective prospecting
- Social selling and using LinkedIn, Instagram, and other platforms
- Follow-up techniques to ensure high show-up rates
- How to work with high-ticket closers and optimize conversions
- Live roleplays and mock outreach campaigns
- How to build your personal brand as a remote setter
- Where to find high-ticket job opportunities
- What top companies look for in remote setters
Who Is This Program For?
- Newcomers interested in appointment setting for financial advisors or the financial sales niche
- Aspiring sales professionals ready to earn $5K–$15K per month remotely
- Financial services entrepreneurs needing to sharpen lead generation skills
- Remote workers seeking a scalable commission-based career path
Why Appointment Setting for Financial Advisors is a Life-Changing Skill
No Degree or Financial Background Needed
You don’t need certifications or a finance degree. This program equips you with appointment setting strategies that make you invaluable to financial advisors—right from day one.
Earn £5k–£15k/month—Working Remotely
Top appointment setters working with financial advisors are generating serious income by consistently filling calendars with high-conversion prospects. The commission structure is transparent and rewarding.
Add Real Value to Financial Services
You’ll be helping financial advisors grow their client base and serve more people—no spam, cold calling, or shady tactics. Just meaningful, results-driven outreach.
Total Control Over Your Time and Earnings
Work from anywhere, set your own schedule, and scale your income at your own pace. Appointment setting for financial advisors offers complete flexibility and long-term potential.
Thriving Industry, Recession-Proof Demand
Financial services remain essential no matter the market condition. Financial advisors across the globe need skilled appointment setters now more than ever—and they’ll pay handsomely for results.
Why Join Close With Confidenceâ„¢ by Dial A Closer?
This isn’t a theory-based course. This is practical, focused training designed to equip you with appointment setting skills for financial advisors—and get you hired fast.
Inside the Close With Confidence™ Program, You’ll Get:
- Live coaching, simulations, and mock sales scenarios
- Proven outreach scripts tailored for financial services
- Matching with financial advisors seeking appointment setters
- Tools to start earning commissions quickly—even in your first week
Whether you're brand new or transitioning from another industry, you'll complete the program ready to succeed in real-world financial appointment setting roles.
The Bottom Line
If you're committed, coachable, and eager to launch a remote career that pays what you're worth—this program in appointment setting for financial advisors is your breakthrough.
There’s no guesswork here. Just a clear, results-driven roadmap into high-income opportunities within the financial advisory sector.
Apply now and schedule your free consultation. Get trained. Get matched. Start booking quality financial appointments.