Appointment Setter

Proforma is a $650 million industry leader with more than 40 years of experience delivering promotional products, print, and branded solutions to businesses across North America. Consistently ranked as one of the Top 10 Best Places to Work in our industry, Proforma is built on a culture of collaboration, accountability, and growth.

Our mission is simple: to support the dreams of our Distributor Owners by empowering their success. We do this by providing best-in-class sales support, technology, supplier relationships, and operational expertise. Our solutions include promotional products, commercial print, custom packaging, signs and banners, branded apparel, and online company store programs.

Position Overview

We are seeking a driven, disciplined, and results-oriented Appointment Setter to join our Business Development Team. This role plays a critical part in fueling our sales pipeline by generating high-quality appointments for our Distributor Owners through outbound prospecting.

This is a phone-intensive role ideal for someone who thrives on activity, consistency, and performance metrics. Success in this position requires strong communication skills, persistence, and the ability to build interest and credibility quickly with prospective clients.

What You’ll Do

• Execute high-volume outbound calling to warm and cold prospects to introduce Proforma and its solutions
• Qualify prospects, uncover needs, and secure appointments
• Consistently achieve a target of 115+ outbound calls per day
• Meet weekly performance goals of 15 scheduled appointments, with 50%+ kept and successful outcomes
• Leverage approved scripts, messaging guidelines, and objection-handling techniques while maintaining a natural and professional conversation flow
• Accurately document all call activity, notes, and outcomes in CRM
• Maintain daily, weekly, and monthly performance reporting
• Collaborate closely with your manager and peers to share best practices and improve results
• Participate in ongoing coaching, training, and performance feedback sessions

What Success Looks Like

• Consistent daily activity and call volume
• Strong appointment conversion rates
• Accurate and timely CRM data entry
• Professional representation of the Proforma brand on every call
• Ability to take feedback, adapt quickly, and continuously improve

Required Qualifications

• 3+ years of outbound calling or inside sales experience (B2B preferred)
• Proven ability to work in a high-activity, metric-driven environment
• Confident, professional phone presence with strong listening skills
• Clear, concise verbal and written communication abilities
• Highly organized with strong time-management skills
• Self-motivated with the ability to work independently in a remote environment
• Team-oriented mindset with a positive, proactive attitude

Work Environment & Technical Requirements

• Dedicated home office with a quiet, distraction-free environment
• Reliable high-speed internet connection (calls conducted via VoIP)
• Personal cell phone with unlimited plan as a backup in the event of VoIP disruption

Schedule & Location

• Full-time position, Monday–Friday, 8:00 AM–5:00 PM
• Fully remote role
• Candidates must be located in Tampa, FL or Cleveland, OH

Compensation & Benefits

• Base salary: $38,000–$42,000 annually
• Performance-based bonus opportunity
• Comprehensive benefits package
• Structured onboarding and ongoing training
• Supportive team environment with clear expectations and leadership support

Who This Role Is Ideal For

• A disciplined caller who enjoys prospecting and relationship-building
• Someone motivated by goals, metrics, and performance improvement
• A professional looking for stability, structure, and growth within an established organization
• A team player who values accountability and culture