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. 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.

Maximice sus posibilidades de que su candidatura sea seleccionada asegurándose de que su CV y sus habilidades se ajustan al perfil.

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 Linked In, databases, online communities and other sources Building targeted prospect lists based on predefined client profiles Finding decision-makers and relevant contacts Initiating conversations via Linked In, 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 Linked In 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 Linked In prospecting / Linked In 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 Adaptable 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 xugodme role Work directly with an experienced international wealth management team 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:

- Why you think you would be good at finding and engaging prospects
- Your previous experience with sales, lead generation or appointment setting
- Which markets/languages you are comfortable working with

📌 Sales assistant / appointment setter (España)
🏢 Velaris Wealth Management
📍 España