Home » Appointment Setter (B2B) at BTI Group (REMOTE)

Appointment Setter (B2B) at BTI Group (REMOTE)


 Are You a Calling Machine?

This is the perfect opportunity for someone who loves having conversations with complete strangers and can charm their way past gatekeepers.

We are actively recruiting phone representatives to support our brokers by setting high-quality appointments with business owners considering a sale of their business. This is an excellent opportunity to be part of a dynamic and industry-leading organization within the world of business brokerage.

Essential Duties & Responsibilities;

  • Make outbound (cold to warm) phone calls to businesses identified as being good candidates for a sale or acquisition
  • Have discussions with business owners to determine interest in selling and whether they meet our qualification criteria while following our conversation guidelines and script
  • Setup appointments between the business owner and our brokers for an exploratory conversation
  • Log details of conversations in our CRM with notes and agreed-upon next steps
  • Proactively improve performance through coaching and feedback
  • Achieve or surpass minimum weekly and monthly KPI (key performance indicator) targets

Success Criteria & Bonus Compensation;

A formal bonus program will allow for additional compensation based upon results measured against one or more KPIs. KPIs will be established, and your performance will be tracked in the following areas:
  • Calls made per hour
  • Appointments scheduled per total number of calls made
  • Appointments rated as qualified by brokers
  • Number of listings from appointments


  • Candidates must have at least one year of proven phone success in (preferably) B2B or B2C sales, business development, or appointment setting
  • USA/Canadian residents
  • Outstanding oral and written English skills
  • Ability to work from your home or another location that has reliable internet, is distraction-free, and is reasonably soundproof
  • Own and know how to use some type of computer (desktop, laptop, even a tablet can probably suffice) with a speaker/headset, webcam, and high-quality microphone
  • Ability to use software like a CRM, Google Docs & Spreadsheets, Zoom, email, etc.
  • Possess desirable traits such as: driven, resourceful, results-oriented, amazing phone skills, coachable, winner’s mindset, great follow-up, persuasive, honest, assertive, detail-oriented, and considered a people person.

About BTI Group – SF;

You’ll be working with the San Francisco office of BTI Group (aka Business Team) – the largest business brokerage firm in the Western United States. For over 30 years, BTI has specialized in arranging the purchase and sale of privately owned companies. We have diligently worked with business owners and potential buyers in more than 7,000 acquisitions. BTI is a member of the International Business Brokers Association, the California Association of Business Brokers, and M&A Source.

Why This Opportunity;

Here are just a few of the reasons you should consider this position:
  • Excellent income potential through hourly pay plus bonuses
  • Flexibility to work from home or other location
  • Structure your day around other activities as long as you can meet weekly expectations within designated business hours
  • Great opportunity to learn about a growing industry while providing a service people truly want and need
  • Improve your skills and advance your career with coaching, training and feedback
  • Be truly appreciated for your hard work by caring and supportive people

Method of Application;


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