Why Choose This Program?
- No Sales Background Required: You’ll learn everything from scratch. We break down the core techniques specific to appointment setting for financial service professionals, giving you the confidence to book quality appointments in a competitive niche.
- Specialised Training in Outreach & Lead Qualification: Gain real-world skills in cold messaging, prospect research, and qualifying leads for financial service providers offering premium products or advisory services.
- Remote, Commission-Only Income Model: Work from anywhere in the world and get paid based on results. Appointment setting for financial service firms is a skill in demand—and it pays well.
- Guaranteed Job Placement or Full Refund: You’ll be placed with a real financial service client within 90 days—or you get 100% of your money back. No gimmicks. Just results.
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 who want a simple entry into high-ticket remote sales
- Individuals looking to specialise in appointment setting for financial service-based businesses
- Freelancers and aspiring setters ready to earn $5K–$10K per month remotely
- Professionals seeking commission-only income with flexible hours
Here's Why Appointment Setting for Financial Service Is Your Competitive Edge
No Degree, No Barrier
Top-performing setters in the financial service space often come from completely different backgrounds. All you need is the right script, the right mindset, and the ability to follow a proven system.
Income Potential That Rivals Traditional Finance Jobs
Some setters earn £10K+ monthly booking calls for financial coaches and wealth advisors offering high-value services. You’re not selling cold. You’re connecting pre-qualified leads to solutions that make them money.
Legit, Valuable Services—No Spam
Financial service firms depend on trust. You’ll be setting appointments for respected providers in insurance, investments, retirement planning, or business consulting—nothing scammy or pushy.
Work from Anywhere with Total Control
Appointment setting for financial service gives you remote freedom and the power to set your own schedule. It’s perfect for independent earners who want flexibility and performance-based pay.
Recession-Proof Skillset
The financial industry thrives on quality leads. Even in downturns, professionals seek investment advice, retirement planning, and asset protection. Your skill stays in demand.
Why Join Close With Confidenceâ„¢ by Dial a Closer?
We don’t do fluff. Close With Confidence™ is a sales accelerator built for people who want to specialise in appointment setting for financial service clients—and get hired fast.
You’ll get:
- Live coaching from 6-figure financial sales setters
- Scripts and templates built for high-trust services
- Access to hiring companies in finance and consulting
- The skillset to start earning in days—not months
The Bottom Line
Appointment setting for financial service is a growing, rewarding career path. If you're ready to control your income, sharpen your sales game, and work with top-tier clients—this mentorship gives you the tools to succeed.
Apply now and book your free consultation. Get trained. Get hired. Start closing.