B2B Appointment Setter — Financial Services & Real Estate

@XRProConnect

Hi, Aashiq here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you’re looking for someone to follow up with inbound leads and book calls for licensed financial advisers and wealth managers. That’s right up my alley! With a solid background in B2B appointment setting, I’ve helped businesses generate qualified leads and increase their ROI through strategic follow-ups and effective communication. I’d love to share examples of my successful projects with you. Based on what you mentioned, here is how we would approach the project: - Quickly follow up with leads from your Meta ad campaigns - Qualify leads and confirm necessary details - Book calls directly onto your client’s calendar - Maintain accurate notes in GoHighLevel You can count on clear communication and a seamless, user-focused approach optimized for performance. Best Regards, Aashiq

@mayr81

You’ll handle inbound lead follow-up for a UK property asset campaign, calling, qualifying, and booking calendar calls (no selling). Focus will be fast response to Meta lead flow, consistent multi-touch without pressure, and careful credential checks (advisory licensing, client base, and Shariah-compliant product compatibility). You’ll communicate in a B2B manner with licensed advisers, wealth managers, and real estate professionals, capturing clean notes and lead status updates in GoHighLevel. Expect structured qualification to move prospects either into scheduled appointments or qualified-outs, with strong follow-through across Malaysia and UAE time zones and readiness for expansion into Indonesia. I’m comfortable adapting beyond scripts, handling objections, verifying key details on the spot, and keeping the funnel moving with professional, credentialed-audience conversations.

@ahmadayaz

With a strong background in lead generation and B2B relationship-building in the financial services sector, I can strategically handle inbound leads and drive business growth in the UK property asset market. Leveraging CRM automation like GoHighLevel, I propose tailored messaging and efficient lead qualification for licensed advisers and real estate agents. Let's align on goals, adapt to new markets, and work towards a performance-based compensation model. I look forward to discussing this further and sharing a voice recording to introduce myself more personally.

@taksh180121

Hello, Greetings from Taksh IT Solutions Private Limited. We would be happy to support your lead generation and appointment-setting campaign for the UK property asset market. Our team understands the importance of professional B2B communication, structured follow-ups, lead qualification, and accurate CRM management. Our approach includes: • Quickly following up with inbound Meta ad leads through calls and messages. • Professionally engaging with financial advisers, wealth managers, and property professionals. • Qualifying prospects based on licensing status, client base, and relevant requirements. • Booking qualified appointments directly into the client's calendar. • Maintaining clean CRM records, notes, and lead status updates. • Following up consistently while maintaining a consultative, non-pushy approach. We have experience in lead generation, appointment setting, client communication, and business development support for international markets. Our team can adapt to your scripts, qualification process, and GoHighLevel CRM workflow. We are comfortable working across Malaysia, UAE, and Indonesia time zones and can provide reliable long-term support as your campaigns grow. We would appreciate the opportunity to discuss your lead volume, targets, and preferred appointment qualification process. Best Regards, Sachin Kumar Taksh IT Solutions Private Limited

@Lazi9696

Hello, I’d be happy to provide a short voice introduction in English. Freelancer doesn’t allow me to attach voice recordings to the initial proposal, but I can send it immediately after we connect. My last experience was lead generation for a real estate company in Brooklyn, NY. I believe that my customer support, sales, and lead generation experience will be a good fit for this role. Looking forward to working with you. English - C1