Tax Brilliance Advisors
11 - 50 employees
Founded 2017
💼 Consulting
💸 Finance
Consulting • Finance
Tax Brilliance Advisors is a tax advisory firm that provides tax planning, compliance, and consulting services. The company name indicates a focus on helping individuals and businesses optimize tax positions, prepare tax returns, and navigate tax regulations; services likely include tax strategy, compliance support, and advisory work for financial and regulatory matters.
Appointment Setter
Job not on LinkedIn
🕒 July 27
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Tax Brilliance Advisors
11 - 50 employees
Founded 2017
💼 Consulting
💸 Finance
Consulting • Finance
Tax Brilliance Advisors is a tax advisory firm that provides tax planning, compliance, and consulting services. The company name indicates a focus on helping individuals and businesses optimize tax positions, prepare tax returns, and navigate tax regulations; services likely include tax strategy, compliance support, and advisory work for financial and regulatory matters.
📋 Description
• Make daily outbound calls, texts, and emails to leads/prospects. • Confirm upcoming appointments with prospects (24-hour reminders). • Follow up with no-shows, reschedules, and event/webinar attendees. • Manage the daily lead list, prioritize outreach, and log all activity in Close CRM. • Qualify prospects before booking calls (fit, interest, availability). • Update the Chief Advisor’s calendar with confirmed meetings. • Consistently hit appointment-setting KPIs.
🎯 Requirements
• 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus). • Strong phone presence and confidence speaking with business owners/families. • Comfortable with outbound activity — calls, texts, emails. • CRM experience (Close, Salesforce, HubSpot, etc.). • Highly organized and consistent with follow-up. • Self-motivated, goal-oriented, and resilient. • Positive attitude and strong work ethic in a remote environment.
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