Appointment Setter / Onboarding Specialist (Remote)

We run paid ads offering free access to OptionBots software and trading bots. Interested prospects complete an opt-in form and are directed to book a free 1-on-1 onboarding call.

Your job is to conduct these calls, help users get started, and identify opportunities for our premium services.

1. Conduct Onboarding Calls

• Handle approximately 6–10 completed Google Meet or Zoom calls per working day as lead volume scales.

• Calls typically last 15–20 minutes.

• Help users create their OptionBots accounts, connect their brokerage, and configure their trading bots.

• If users don't have tastytrade, walk interested prospects through opening an account and explain the funding and eligibility requirements.

• Follow up with prospects who haven't completed their onboarding or activation.

2. Book High-Ticket Sales Calls

• Identify prospects interested in our premium done-for-you trading bot portfolios.

• Explain the optional service and schedule qualified appointments with our closing team.

• Earn 5% commission on successfully closed, collected sales from your appointments.

• High-ticket appointments can be booked regardless of whether the prospect has completed brokerage activation.

3. Manage Inbound Leads

• Contact new lead