About the Role
We're looking for a proactive and results-driven Appointment Setter & Lead Generation Specialist. The primary goal of this role is simple: book demo appointments. Everything you do feeds toward that. You'll be targeting small business owners and decision-makers across California, as well as referral partners such as insurance brokers and HR consultants, using a combination of research, LinkedIn outreach, and email campaigns.
Work Structure & Requirements
- Location: Remote / Virtual
- Schedule:(please confirm hours/week)
- Compensation:(please confirm rate)
Key Responsibilities
1. Demo Appointment Booking
- Book demo appointments with California small business owners and decision-makers in industries with hourly employees — including restaurants, construction, dental offices, retail, staffing, and healthcare (businesses under 150 employees that pay hourly workers)
- Book referral partnership meetings with EPLI insurance brokers, insurance agents, and HR consultants in California who work with these types of businesses
2. Lead Research & List Building
- Build targeted lead lists by researching and finding decision-maker names, direct phone numbers, and email addresses
- Maintain clean, accurate, and organized prospect databases
3. Outreach & Campaign Execution
- Run LinkedIn and email outreach campaigns to generate interest and move contacts toward a booked call
- Track all outreach activity and maintain clear records of pipeline progress
Required Skills & Experience
- Experience: Prior experience in appointment setting, SDR work, or outbound lead generation
- Outreach: Comfortable running high-volume LinkedIn and email campaigns
- Research: Able to find and verify decision-maker contact information independently
- Communication: Strong written English with the ability to craft engaging, professional outreach messages
- Organization: Detail-oriented with strong follow-up habits and activity tracking discipline
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