Appointment Setter

Remote | Flexible schedule PT/FT | $3,500-7,000 OTE

About Us

Charter Mastery is a fast-growing B2C e-learning company on a mission to build the #1 career accelerator for professionals who want to break into 6-figure banking jobs and elite finance careers.

We don’t just sell courses. We offer deep, 1:1 mentorship with coaches who’ve worked at J.P. Morgan, Goldman Sachs, and other leading banks (15+ years’ experience). Our programs are backed by a job placement guarantee.

We’re extremely confident in our product, which is why we can make an offer most competitors simply can’t. We’re proud to say we have a refund rate below 2% and students who stay engaged and get results.

Our Vision

By Q2 2026, we aim to scale Charter Mastery into the market leader in the finance career space — impacting thousands of people, generating 7-figure revenue, and setting a new benchmark for what “career coaching” should mean.

By Q4 2026, our goal is to be the most trusted name globally for career transitions into Investment Banking, Private Equity and Hedge Funds — putting the company into 8-figure territory and creating one of the best places to build a long-term career in remote high ticket sales.

Why This Matters for You

We’re not another trading course, e-com group, or generic “business coach.”

We’re in a serious, stable, high-demand category: helping driven professionals move into real six-figure investment banking roles.

That means:

- Strong high ticket offer you can be proud to sell

- <2% refund rate, real students outcomes, and a job guarantee that makes it hard to say "no" to our offer

- Stable market with big upside: finance and banking careers are not based on hype and not going away

- 100% inbound traffic: no cold calling.

We have working paid ads, a proven VSL → book a call funnel,

and a strong offer backed by a job placement guarantee — and now we’re building a professional sales team.

Role overview

If you’re an ambitious setter, this is your chance to work on the offer with:

- Targeted, inbound high-intent leads (no cold outreach / cold calling)

- Realistic and clear path to strong OTE

- And a clear promotion path to closer and eventually sales manager.

As an Appointment Setter, you’ll be the bridge between our marketing funnel and our closers — engaging warm, inbound leads, re-qualifying them, and booking high-quality calls into the closer's calendar. You’ll master persuasive communication, use advanced sales psychology, and directly impact both company revenue and your own commissions.

You’ll work closely with our founders and closer, using proven scripts, clear Qualified Lead & ICP definitions and a clean CRM system to manage leads from paid ads and YouTube organic content.

What you get

• Clear, performance-based comp, OTE: $3,500 - $7,000 (depending on PT/FT) + big additional commission for downselling our $247 package to DQ leads. Additional bonuses for high performance and no income ceiling.

• High AOV + good sales processes + high volume of inbound leads from paid ads and organic YT videos, clear ICP.

• Flexible remote schedule: 3–6 hours per day, 5–6 days/week.

• Career path to Closer → Sales Manager.

• Sales training, scripts, call reviews, budgets for investing into your education, gamified challenges and ongoing 1:1s with founder to improve your numbers and income.

• Clear SOPs and systems.

• Stable long-term role in a company that values ownership and results with a mission you can be proud of.

• You’re not pushing a shady product; you’re helping people move into real, six-figure banking careers with a program that has <1% refund rate and a real job guarantee.

• Work with A-players only: high standards, direct communication, and zero tolerance for losers.

• Data-driven decisions: we improve scripts, funnels, and offers based on real numbers — including your feedback from the front line.

What you will do

Lead Engagement

Reach out to inbound warm leads from our funnels (YouTube ads, YT organic) via WhatsApp / SMS and phone calls soon after leads opt-in

Qualification & Discovery

Use structured questions and clear ICP criteria to qualify leads based on motivation, background, budget, and readiness — so closers only speak to serious prospects and have better close rate, impacting your commissions as well.

Call Booking

Book high-quality sales calls into the closer’s calendar, ensuring each call meets pre-defined SQL/qualification standards and is properly pre-framed.

Follow up with no-shows and “not now” leads using scripts and sequences to maximize show-up rate and keep the pipeline warm.

CRM Hygiene + systems

Making sure all follow ups are planned in CRM, notes about prospects are taken, and there is no chaos in the CRM system (we use GHL)

As well as being able to improve scripts, flows and processes

Ideal candidate

You’ll thrive in this role if you’re the kind of person who actually likes structured communication and clear targets.

You enjoy messaging, calling, and voice-noting people — and getting better every single day. You want a role where your income is tied to performance, so you have no ceiling, but you don’t want to be thrown into chaos with no scripts, no ICP, weak lead flow, weak closers and no systems.

You are not bored, but rather obsessed over making repetitive processes more efficient, resilient to rejections, coachable, you think like an entrepreneur and you are taking ownership over incoming leads and managing them. Autonomy and ownership are important pieces of our company culture.

You are also very hungry and want a real career and income growth path: a place where you can come in as a setter, master the craft, and then earn your shot as a closer — and from there, build a long-term career in a modern education company that helps people land elite finance roles and is planning to compete with universities, but with a modern, efficient solution at a fraction of the 4 year finance degree cost and a job guarantee

You’re a Perfect Fit If…

✅ Your English is fluent — both written and spoken, with a clear and confident tone and accent.

✅ You’re available 4–6 hours per day, 5–6 days/week, with overlap to UK/EST time zones.

✅ You’ve done some form of sales or outreach in online high ticket offers (SDR, appointment setter, closer, etc.) and you understand sales psychology and objection handling

✅ You like working with clear goals, scripts, SOPs, checklists, KPIs, and you’re not afraid to update a CRM or spreadsheet.

✅ You're extremely hungry, ready to work hard, take ownership and improve every day.

✅ You see feedback, call reviews, and coaching as the fastest way to increase your earnings, not as criticism.

You Should Not Apply If...

❌ You need constant supervision to stay productive or easily lose focus working remotely.
❌ You have less than 6 months of experience in sales or customer facing roles.
❌ You dislike repetitive communication (texting, calling, voice-noting) and prefer purely “creative” work.
❌ You’re not comfortable working with daily/weekly KPIs and being judged on results.
❌ You refuse to update CRMs, follow SOPs, or document your work.
❌ You’re only looking for a short-term gig and have no intention of growing in the company.
❌ You get defensive when receiving feedback or don’t want your calls/messages to be reviewed.

Ready to join a fast-growing global e-learning company

and build a successful long term career in sales with a great team?