About Velaris
Velaris Wealth Management is a boutique international wealth management company helping expatriates, digital nomads, entrepreneurs and internationally mobile professionals make better decisions about their savings, investments, retirement, protection and wealth planning.

Asegúrese de leer detenidamente la información sobre esta ocasión antes de presentar su candidatura.

We are growing our client base internationally and are looking for a Sales Assistant / Appointment Setter to help us identify potential clients and turn them into qualified meetings.

What you will do
Your main goal is simple: find the right people and get them on a call with our financial advisers.
Your responsibilities will include:
Researching and identifying potential clients through LinkedIn, databases, online communities and other sources
Building targeted prospect lists based on predefined client profiles
Finding decision-makers and relevant contacts
Initiating conversations via LinkedIn, email and other communication channels
Using prepared scripts and adapting them naturally to each prospect
Following up with prospects systematically
Qualifying prospects based on basic criteria such as location, profession, financial goals and interest in wealth planning
Booking qualified appointments directly into the adviser’s calendar
Maintaining accurate information in our CRM
Tracking conversations, follow-ups and appointment results
Testing different approaches and improving response and conversion rates
Working closely with the adviser to continuously improve the prospecting process

Who we are looking for
We are looking for someone who is proactive, persistent and comfortable starting conversations with people they don’t know.
You don’t need to be a financial expert. We can teach you the basics of our services and target audience.

What matters more:
Previous experience in lead generation, appointment setting, sales development, recruitment or business development
Excellent written English




Strong communication skills
Confidence communicating with professionals and high-net-worth individuals
Ability to research people and companies quickly
Comfortable working with LinkedIn and CRM systems
Strong follow-up discipline
Ability to work independently and manage your own pipeline
Results-oriented mindset
Attention to detail
Persistence without being pushy

You will have an advantage if you have
Experience selling financial, insurance, investment or professional services
Experience working with expatriates or international clients
Experience with LinkedIn prospecting / LinkedIn Sales Navigator
Experience with CRM systems
Additional languages, particularly Russian, Polish or Spanish
Existing experience with international or remote sales

What we offer
Remote work
Flexible working environment
Training in international wealth management and financial planning
Clear scripts, tools and prospecting processes
CRM and prospecting tools provided
Performance-based bonuses for successful appointments
Opportunity to grow into a Business Development / Sales role
Work directly with an experienced international wealth management team xiphteb

How success is measured
We are focused on results, not the number of messages you send.
Key KPIs will include:
Number of qualified prospects identified
Qualified appointments booked
Appointment attendance rate

Who this role is NOT for
This position is probably not for you if you:
Need constant supervision
Are uncomfortable with outbound communication
Give up after the first unanswered message
Prefer administrative work over sales
Measure your performance by activity rather than results

If you enjoy finding opportunities, starting conversations and turning strangers into potential clients , we’d like to hear from you.

Apply
Send us your CV and a short message explaining:
1. Why you think you would be good at finding and engaging prospects
2. Your previous experience with sales, lead generation or appointment setting
3. Which markets/languages you are comfortable working with

📌 Sales Assistant / Appointment Setter (Valencia)
🏢 Velaris Wealth Management
📍 Valencia