Overview

Virtual Appointment Setter Business Development & Lead Generation Specialist Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Company: Chrysolite Investment Management Corporation (Chrysolite IMC) Location: Remote (Domestic Opportunities Available) Position Type: Full-Time Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Sales & Business Development Reports To: Account Executive / Senior Account Executive / Director of Sales Executive Leadership & Revenue Growth Compensation: Competitive Base Compensation + Appointment Incentives + Performance Bonuses + Career Advancement Opportunities Build Relationships. Create Opportunities. Launch Your Sales Career. Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking motivated, professional, and results-driven Virtual Appointment Setters Business Development & Lead Generation Specialists to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions. This role is designed for individuals who enjoy professional communication, connecting with business owners and prospective clients, generating qualified opportunities, and supporting a high-performing sales organization. The Virtual Appointment Setter plays an important role in helping our sales team identify potential clients, initiate conversations, qualify opportunities, and schedule strategic meetings with qualified prospects. If you are organized, confident on the phone, motivated by goals, and interested in developing a career in business development and sales, we encourage you to apply. Position Summary The Virtual Appointment Setter is responsible for conducting outbound prospecting activities, engaging potential clients, qualifying interest, scheduling appointments, and maintaining accurate lead information within the Company's CRM system. This position supports Account Executives, Senior Account Executives, Senior Asset Managers, and Sales Leadership by creating qualified sales opportunities and maintaining a consistent appointment pipeline. The successful candidate will demonstrate professionalism, persistence, strong communication skills, and the ability to build rapport with prospective clients. Primary Responsibilities Lead Generation & Prospecting • Conduct outbound calls to prospective business clients and individuals. • Contact qualified leads through phone, email, and approved communication channels. • Introduce Chrysolite IMC and its Private Wealth Management and Commercial Real Estate investment solutions. • Identify prospect needs, interests, and potential opportunities. • Qualify prospects based on established criteria. • Maintain organized lead lists and prospect records. Appointment Setting Responsibilities • Schedule qualified appointments for Account Executives and Senior Sales Professionals. • Confirm appointment details with prospects. • Maintain appointment calendars and scheduling accuracy. • Provide appointment notes and prospect information to assigned sales representatives. • Follow up with prospects regarding scheduled meetings. • Track appointment outcomes and next steps. CRM & Reporting Responsibilities • Maintain accurate and complete CRM records. • Document prospect conversations, activities, and follow-up requirements. • Submit daily activity reports and appointment tracking information. • Maintain updated lead status and pipeline information. • Follow Company reporting procedures and documentation standards. Daily Activities May Include • Reviewing assigned prospect lists. • Completing outbound calling activities. • Sending professional follow-up communications. • Qualifying prospective clients. • Scheduling appointments. • Updating CRM records. • Participating in sales meetings and training sessions. • Reviewing performance metrics and goals. Qualifications Required Qualifications • High school diploma