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AI Summary

The Outbound Caller is responsible for contacting prospective clients to introduce financial services, qualify leads, and schedule consultations. They must maintain accurate records in the CRM and meet performance targets for call volume and lead conversion.

About Asiacruit

At Asiacruit, we connect top talent with forward-thinking organizations across industries. Our mission is to help businesses grow through smart, strategic, and people-focused solutions. We support companies by providing high-quality Philippine-based talent for both local and global markets. If you are confident, organized, and committed to delivering excellent customer interactions, we invite you to apply.

Position Overview

The Outbound Caller will support business development and client acquisition efforts for companies in the accounting industry. This position will contact prospective clients, introduce accounting and financial services, qualify leads, schedule consultations, and maintain accurate records of all outreach activities.

The successful candidate will communicate professionally with business owners, executives, and decision-makers in the United States. This position is ideal for a confident communicator with experience in outbound calling, appointment setting, telemarketing, lead generation, customer service, or accounting-related sales.

Key Responsibilities

  • Make outbound calls to prospective clients using approved scripts, call lists, customer relationship management systems, and lead-generation tools.

  • Introduce accounting, bookkeeping, tax preparation, payroll, and related financial services in a clear, professional, and customer-focused manner.

  • Identify potential clients, understand their business needs, and determine whether they are qualified for an accounting consultation or service offering.

  • Ask relevant discovery questions regarding business size, accounting requirements, current service providers, financial challenges, and decision-making processes.

  • Schedule qualified appointments, consultations, and follow-up calls for accountants, sales representatives, or business development managers.

  • Handle objections professionally and provide accurate information while maintaining a positive customer experience.

  • Follow up with prospects through phone calls, email, and other approved communication channels to improve conversion and appointment attendance rates.

  • Maintain complete and accurate records of calls, conversations, lead status, appointments, follow-up actions, and client information in the CRM system.

  • Meet or exceed daily and weekly performance targets, including call volume, qualified leads, appointments booked, contact rates, and conversion results.

  • Follow all company policies, approved call procedures, data privacy requirements, and applicable telemarketing regulations.

  • Provide feedback about prospect responses, common objections, market trends, lead quality, and opportunities to improve calling campaigns.

  • Coordinate with sales, accounting, and customer service teams to ensure a smooth transition from initial outreach to consultation and onboarding.

Qualifications

  • Excellent spoken English with clear pronunciation, professional tone, active listening skills, and the ability to communicate effectively with United States-based prospects.

  • At least 1 year of experience in outbound calling, telemarketing, appointment setting, lead generation, inside sales, customer service, or a related role.

  • Experience working with accounting firms, bookkeeping services, tax services, payroll providers, financial services, or other B2B service companies is preferred.

  • Strong interpersonal and persuasion skills, with the ability to build rapport quickly and communicate value during phone conversations.

  • Knowledge of basic accounting concepts, including bookkeeping, accounts payable, accounts receivable, payroll, tax preparation, and financial reporting, is an advantage.

  • Comfortable handling objections, asking qualifying questions, and maintaining professionalism during challenging calls.

  • Experience using CRM platforms, sales dialers, lead databases, spreadsheets, email tools, and other outbound sales technologies.

  • Strong organization and time management skills, with the ability to manage multiple prospects and follow-up activities.

  • Reliable internet connection, quiet home office or workspace, and equipment suitable for professional outbound calling.

  • Self-motivated, goal-oriented, coachable, and able to work independently in a fast-paced remote environment.

  • Availability to work during United States business hours, based on the assigned time zone and client requirements.

Key Performance Indicators

  • Daily and weekly outbound call volume.

  • Qualified leads generated.

  • Appointments scheduled and completed.

  • Lead-to-appointment and appointment-to-opportunity conversion rates.

  • Accurate and timely CRM documentation.

  • Call quality, customer experience, and compliance with approved processes.

Why Join

  • Opportunity to support growing accounting and financial service businesses.

  • Build valuable experience in outbound sales, lead generation, appointment setting, and client acquisition.

  • Work with United States-based business owners and professional service providers.

  • Receive structured training, coaching, and performance feedback.

  • Collaborate with sales, accounting, marketing, and customer service teams.

  • Enjoy opportunities for professional growth within a global and expanding business environment.

  • Competitive compensation with performance-based incentives.

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