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Remote Appointment Setter | Lead Generation | Cold Calling Specialist | Sales Development Representative (SDR) | BDR *Remote | Ongoing Role | Financial Services | Australia, New Zealand, Singapore & Hong Kong* About Us We are an independent Treasury & Foreign Exchange (FX) advisory firm helping corporate businesses reduce foreign exchange costs, improve hedging outcomes and gain access to better pricing and credit facilities through a global network of banking and non-bank providers. Unlike traditional banks or individual FX providers, we work independently on behalf of our clients, providing treasury advice, foreign exchange risk management and access to multiple global providers. Our clients include importers, exporters, manufacturers, mining companies, agriculture businesses, logistics companies, commodity traders, private equity firms and other internationally trading businesses. About the Role We are looking for an experienced **Sales Development Representative (SDR) / Appointment Setter** who is confident making high-volume outbound calls and speaking with senior decision-makers. This is **not** a scripted call centre role. You'll be responsible for identifying qualified businesses, conducting discovery conversations and booking meetings for our Directors with companies that fit our Ideal Customer Profile. You will work directly inside HubSpot CRM using premium sales intelligence platforms including Apollo, ZoomInfo, Firmable and LinkedIn Sales Navigator. --- # Responsibilities * Cold call prospective B2B corporate clients * Generate new sales opportunities * Book qualified appointments for senior advisers * Conduct discovery conversations * Identify current FX providers * Understand customer pain points * Qualify businesses against our Ideal Customer Profile * Maintain accurate records in HubSpot CRM * Manage follow-up campaigns via phone, email and LinkedIn * Handle objections professionally * Build long-term relationships with senior executives --- # Our Ideal Clients You'll primarily engage companies that: * Have annual foreign exchange turnover exceeding **AUD $10 million** * Import or export goods or services * Make regular international payments * Have foreign currency exposure * Currently use banks or specialist FX providers * Would benefit from improved pricing, hedging solutions or treasury advice Typical industries include: * Manufacturing * Mining & Resources * Commodity Trading * Importers & Exporters * Agriculture * Food & Beverage * Forestry & Timber * Logistics & Supply Chain * Metals Recycling * Pharmaceuticals * Industrial & Engineering * Retail * Private Equity * Family Offices * Fund Managers --- # Daily KPIs * Minimum **100 outbound calls** * 20+ personalised email touchpoints * LinkedIn outreach * Update HubSpot CRM after every interaction * Maintain high-quality prospect data * Follow structured follow-up sequences --- # Monthly KPIs * Minimum **20 qualified meetings booked** * Maintain strong pipeline hygiene * Consistently meet activity targets * Deliver high-quality opportunities that convert into sales **Quality is more important than quantity.** # What Makes a Qualified Meeting? Before booking a meeting you should establish: * Estimated annual FX turnover * Current FX provider(s) * Whether they currently hedge * Products currently used (Spot, Forwards, Options etc.) * Current challenges or frustrations * Interest in reviewing their FX arrangements * Meeting booked directly with the decision-maker Decision-makers include: * CFO * Finance Director * Treasury Manager * Financial Controller * CEO * Managing Director * Business Owner --- # Essential Experience * B2B outbound sales * Cold calling * Appointment setting * Lead generation * HubSpot CRM * Sales pipeline management * Email outreach * LinkedIn prospecting # Highly Desirable Experience selling: * Financial Services * Treasury * Foreign Exchange (FX) * Banking * FinTech * Payments * Trade Finance * Professional Services * Enterprise Software (SaaS) Experience engaging with CFOs, Finance Directors and Business Owners is highly regarded. # Systems You'll Use * HubSpot CRM * Apollo * ZoomInfo * Firmable * LinkedIn Sales Navigator * Microsoft 365 * Microsoft Teams --- # About You You are: * Highly motivated * Professional and articulate * Confident speaking with senior executives * Resilient * Organised * Results-driven * Able to work independently * Comfortable working to KPIs **Mandarin/Cantonese speaking is highly regarded but not essential.** --- # Working Hours * Fully remote * 20–30 hours per week initially * Opportunity to move to full-time * Ongoing engagement * Must overlap with Australia, Singapore or Hong Kong business hours --- # What We Provide * Premium sales technology stack * HubSpot CRM * Apollo * ZoomInfo * Firmable * LinkedIn Sales Navigator * Qualified prospect lists * Sales playbooks * Industry-specific marketing collateral * Weekly coaching and mentoring * Ongoing training * Long-term career opportunity with a growing international financial services business --- # How to Apply Please include: * A brief summary of your B2B sales experience. * Your experience with cold calling and appointment setting. * Industries you've sold into. * Your experience using HubSpot or other CRMs. * The average number of outbound calls you make each day. * The average number of qualified meetings you book each month. * A short voice recording introducing yourself. * Your hourly rate. * Your availability and time zone. **Applicants with a proven track record in corporate appointment setting and booking meetings with senior decision-makers will be given priority.**
Project ID: 40626788
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19 freelancers are bidding on average $20 AUD/hour for this job

Hello, I'm interested in your Remote SDR / Appointment Setter role. I have experience with B2B lead generation, appointment setting, cold outreach, CRM management, and email/LinkedIn prospecting. I'm comfortable working independently, following KPIs, and engaging professionally with decision-makers. My experience includes: • B2B lead generation and appointment setting • Cold calling and outbound sales • HubSpot and other CRM systems • Email and LinkedIn outreach • Pipeline management and follow-ups I've worked with clients in technology, professional services, and other B2B industries. I typically handle around 100 outbound calls per day (campaign dependent) along with 20+ personalized emails and LinkedIn touchpoints. My focus is always on booking qualified meetings and maintaining accurate CRM records. **Hourly Rate:** AUD 18/hour (negotiable) **Availability:** 20–30 hours per week, with availability during Australian, Singapore, and Hong Kong business hours. I can also provide a short voice introduction upon request. I would welcome the opportunity to discuss how I can contribute to your team. Thank you for your consideration. Kind regards, Rubel Uddin
$20 AUD in 40 days
3.6
3.6

Hello I have 8+ years of experience in lead generation, B2B outreach, cold calling, appointment setting, LinkedIn prospecting, email outreach, CRM management, and digital marketing. I am comfortable communicating with business owners, CEOs, CFOs, Finance Directors, and other senior decision-makers. I can work with HubSpot CRM and follow your sales process to maintain accurate prospect records, manage follow-ups, handle objections, and keep the pipeline organized. I can also use LinkedIn Sales Navigator and other prospecting tools to find and qualify relevant businesses. My focus will be on reaching the right prospects, having professional conversations, qualifying opportunities, and consistently booking quality meetings rather than focusing only on call volume. Looking forward to hearing from you. Best regards, Manmohan
$15 AUD in 10 days
1.8
1.8

Hi, Booking meetings with senior decision-makers takes more than just making calls—it takes asking the right questions, handling objections confidently, and knowing when to move the conversation forward. That's the part of sales I enjoy most. I have experience in B2B cold calling, appointment setting, lead generation, and outbound outreach. I'm comfortable speaking with business owners, CEOs, and decision-makers, qualifying prospects, booking meetings, and keeping CRM records up to date. I have worked with HubSpot, Apollo, LinkedIn Sales Navigator, and other sales tools to manage outreach and follow-ups. I can comfortably handle high call volumes, email outreach, and LinkedIn touchpoints while maintaining quality conversations. I'm available to work during your required business hours and can start immediately. I'd be happy to send a short voice introduction and discuss how I can help your team consistently book qualified meetings. Best regards
$15 AUD in 40 days
1.4
1.4

Dear Client, I reviewed your project requirements and I am interested in working with you. I have extensive experience delivering Cold Calling, Financial Sales, Lead Generation, Hubspot, Appointment Setting, Business Development, Leads, Financial Markets, CRM and Sales. I focus on understanding the requirements clearly, providing a practical solution, and delivering accurate, well-documented work on schedule. I can review your existing materials, identify the best technical approach, and manage the project from planning through final delivery. You will receive clear communication, regular progress updates, and full support throughout the project. I am available to begin immediately and would be glad to discuss the scope, timeline, and budget. Best regards, Elijah M.
$49 AUD in 28 days
0.0
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Hello, I have 2+ years of experience in B2B lead generation, cold calling, and appointment setting. I'm experienced with HubSpot CRM, Apollo, LinkedIn Sales Navigator, and email outreach. I can confidently make 100+ outbound calls daily, qualify prospects, and book meetings with decision-makers. Rate: $15/hour Availability: 20–30+ hours/week (UTC+6) I’m confident I can help you generate qualified appointments consistently. Looking forward to discussing the opportunity. Thank you!
$15 AUD in 40 days
0.0
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We've recently helped a financial services firm increase their client meetings by over 30% through effective lead generation strategies. I will assist you in booking qualified appointments with senior executives, ensuring a seamless and professional experience. Your emphasis on high-volume outbound calls and maintaining accurate records in HubSpot CRM aligns perfectly with my expertise in sales development. I specialize in B2B sales, cold calling, and lead generation. We have numerous 5-star reviews on similar projects. It would be our privilege to support you in achieving your goals. Giving us a chance is a decision you won't regret. Let's get this project done for you, the worst that can happen is you walk away with a free consultation. Regards, Henco Burger.
$19 AUD in 7 days
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Hello, my name is Jyoti Gupta, and I am based in India. I have nearly two years of experience in the health insurance and customer operations industry, including outbound customer engagement, lead generation, cross-selling, follow-ups and CRM-based case management. In my previous role at Policybazaar, I regularly communicated with customers, insurers and underwriters, understood customer requirements, handled objections and maintained accurate records while working within defined targets. I am currently pursuing an MBA in Finance, and I am particularly interested in developing my career in financial-services sales. I am confident, organised, comfortable with outbound calling and keen to learn corporate foreign exchange and treasury solutions. I am available for 20 to 30 hours per week and can overlap with Australia and Asian business hours. Thank you for considering my application.
$16 AUD in 40 days
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Hey there, I have seen your shared requirement for a Sales Development Representative to assist you in fixing up meetings with corporate clients for Forex advisory services. I have a total of 25+ years of experience in managing end-to-end business development for diversified business industries. Among these 25+ years, I have been working with global clients from the US, Canada, AU, NZ, EU, and UK clients since 16 years. My experience is not limited to booking meetings only, but it has closure and account management part too. If you think that my experience may help you expand your business, then feel free to buzz me on private chat. I look forward to hearing from you soon. Regards, Gaurav Bhanushali
$20 AUD in 40 days
0.0
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Given my background in Virtual Assistance, I excel in staying organized while juggling multiple responsibilities. This quality will be especially handy as I'll be responsible for maintaining accurate records, ensuring high-quality prospect data for follow-ups, and managing structured sequences across different platforms. Finally, it's worth noting that my technical competencies extend beyond CRM management: I'm proficient with various software including Google Workspace which should prove helpful in drafting emails, creating reports, and generally streamlining tasks for greater efficiency. Together, these strengths ensure qualitative engagement of potential external stakeholders and the delivery of high-quality opportunities that will turn into successful sales transactions consequently driving consistent growth for your firm.
$15 AUD in 40 days
0.0
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IF YOU'RE NOT HAPPY, YOU DON'T PAY. I recently completed a similar project where I successfully booked over 30 qualified meetings in a month for a financial services firm, significantly enhancing their sales pipeline. I understand you need an experienced SDR who excels in high-volume cold calling and can engage senior executives. I will leverage HubSpot CRM and premium sales tools to identify qualified leads and conduct insightful discovery conversations. My approach ensures clean and maintainable records while building long-term relationships with decision-makers. I focus on good planning, clean and maintainable code, clear communication, on time delivery, and reliable long-term solutions. I am confident that my skills and experience align perfectly with your needs. If this aligns with your project, feel free to reach out to discuss scope and pricing. WORST CASE SCENARIO YOU WALK AWAY WITH A FREE CONSULTATION. Regards ridwaan6254
$15 AUD in 7 days
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Hey, If you're not happy, you don't pay. As an experienced remote B2B Sales Development Representative with a proven track record in lead generation, I am confident in my ability to drive growth for your financial services firm in Australia, New Zealand, Singapore & Hong Kong by setting appointments and generating new business opportunities through cold calling and effective communication. I'd love to share similar work I've done in my portfolio. Best, Kyle
$18.75 AUD in 7 days
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Hi, I’ve worked on lead generation and appointment-setting projects with similar goals and challenges, so I understand the importance of combining high-volume outreach with quality conversations that reach the right decision-makers. The main challenge in B2B financial services is qualifying prospects effectively while building enough trust to secure meetings with senior executives. I’ll support your pipeline by researching ideal prospects, conducting personalized outreach through calls, email, and LinkedIn, qualifying businesses based on your criteria, and keeping HubSpot records accurate. My approach focuses on structured follow-ups, clear discovery conversations, and delivering qualified opportunities rather than just activity numbers. I’ll manage outreach workflows, CRM updates, prospect tracking, and meeting qualification while aligning with your sales process and KPIs. Best Regards, Fizza
$20 AUD in 40 days
2.7
2.7

Hey there, A full calendar means nothing if the meetings aren't qualified that's why I focus on booking conversations that have real sales potential. I bring 6+ years of B2B cold calling, appointment setting, and lead generation experience. I'm confident speaking with CFOs, CEOs, Finance Directors, and Business Owners, and I'm experienced with HubSpot, Apollo, and LinkedIn Sales Navigator. Quick facts: 100+ outbound calls/day 20+ qualified meetings/month 30 appointments booked in a recent campaign, resulting in 11 qualified opportunities Available during Australian business hours I'm happy to send a voice introduction and discuss how I can support your team. Best regards, Abdullah Sajid.
$18 AUD in 40 days
0.0
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Tengo mas de 1 año de experiencia para el puesto, tanto en atencion por redes sociales y tanto por via de llamadas en frió,
$20 AUD in 40 days
0.0
0.0

Hello, I'm excited to apply for your SDR/Appointment Setter role. My background in HubSpot CRM, lead management, pipeline organization, and sales workflow automation has equipped me with the skills to support high-performing sales teams. I'm experienced in maintaining accurate CRM records, qualifying leads, managing follow-ups, and keeping pipelines organized. I understand the importance of professional communication, consistent outreach, and delivering qualified opportunities that convert into meetings. I'm a quick learner, highly organized, and comfortable working with KPIs. I'm confident using HubSpot CRM and can easily adapt to tools like Apollo, ZoomInfo, LinkedIn Sales Navigator, and Microsoft Teams. I'm also available to work during Australian business hours and committed to providing reliable, long-term support. I would welcome the opportunity to help your team generate qualified meetings and maintain a healthy sales pipeline. Thank you for considering my application—I look forward to discussing how I can contribute to your business. Best regards, King Joel
$15 AUD in 40 days
0.0
0.0

Hi, I'm Ahsam, a B2B sales professional with SDR/BDR experience plus my own outbound sales operation running cold calling and lead gen for clients across industries. Experience: Full-cycle outbound, prospecting, cold calling, appointment setting. I focus on real discovery conversations, not scripts, qualifying prospects and booking meetings with actual decision-makers, not gatekeepers. Industries sold into: Construction, freight/logistics, real estate, video editing services, and general B2B across other verticals. No direct FX/treasury experience, but I've sold into technical, relationship-driven spaces where earning credibility with owners and senior decision-makers is the real skill, which transfers directly to engaging CFOs and Finance Directors. CRM: Comfortable in HubSpot, logging every touchpoint, maintaining pipeline hygiene, following structured follow-up sequences across call, email, and LinkedIn. Calls/day: 90-100 Meetings/month: 15-20 Rate: $20 AUD/hr Availability: Based in Pakistan (PKT), able to structure hours to overlap with AU/SG/HK business hours. Voice introduction ready but I wasn't able to attach it here, happy to send it directly if you'd like to hear it.
$20 AUD in 40 days
0.0
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Hi, I have experience in B2B sales within the Australian energy sector, where I was responsible for cold calling, cold emailing, lead generation, qualifying prospects, handling objections, and booking appointments with business owners and decision-makers for the sales team. I have also lived in Australia for around 3 years, so I’m familiar with Australian business culture, communication style, and how to engage professionally with local businesses. I’m comfortable making 80–100 outbound calls a day while maintaining quality conversations and accurate CRM updates. I have experience managing sales pipelines, following up with prospects, and booking qualified meetings. While I haven’t used HubSpot extensively, I have worked with CRM systems and learn new platforms quickly. Industries I’ve worked with include Energy & Utilities, B2B Sales, and Digital Marketing lead generation. More recently, I’ve been conducting outbound prospecting and cold outreach for Australian businesses, helping generate leads and business opportunities. I can provide a voice introduction upon request. Hourly Rate: Negotiable Availability: 20–30+ hours per week (flexible with Australian business hours)
$20 AUD in 30 days
0.0
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