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Appointment Setter in Pension and Wealth Management – Remote

Sönnergaard, Åsa

Stockholms län, Nacka

Previous experience is desired

32 days left
to apply for the job

Appointment Setter within Pension and Wealth Management – Remote/Freelance/Business/Factoring Company

Company: High Vision

Location: Spain / Remote work possible

Scope: Full-time or part-time (minimum 20 hours/week)

Employment type: Permanent or fixed-term

Number of positions: 2–3

About the role

High Vision is looking for driven appointment setters for assignments within pension and wealth management. You will be responsible for creating qualified customer meetings for our clients in the financial sector, with clear targets and the opportunity to influence your compensation.

Main responsibilities

  • Contact via phone and digital channels with corporate customers.
  • Present the clients' services in a professional and engaging manner.
  • Book qualified meetings for advisors and wealth managers.
  • Work towards targets with the ambition to book approximately 2–3 qualified meetings per day.

What we offer

  • Competitive compensation with a base salary guarantee and commission model.
  • Opportunity to work fully remotely.
  • Flexible working hours (full-time or part-time).
  • Thorough introduction and continuous support.
  • Access to necessary systems and tools.
  • Opportunity to work on multiple projects within the financial market.

Qualifications

  • Experience in appointment setting within pension, finance, or wealth management.
  • Strong communication skills and comfort with phone contact.
  • Result-oriented, structured, and self-driven.
  • Own computer, stable internet connection, and professional headset.
  • Invoicing via own company or through a factoring company.

Merits

  • Interest in finance, economics, or investments.
  • Post-secondary education.
  • Experience in sports or team work.

About High Vision

With over 35 years of experience in appointment setting and customer meetings, we work with professionalism, quality, and long-term relationships to create valuable business opportunities.

Application

Send your application today. Selection and interviews are conducted on an ongoing basis. Application deadline: July 27, 2026

Email: [email protected]

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