Outbound Cold Caller

About the job

Job Description

About InvestVisory

InvestVisory is a growing accounting and financial services firm helping businesses simplify their finances through professional bookkeeping and accounting solutions. We specialize in:

Bookkeeping

Bank & Credit Card Reconciliations

Accounts Receivable (AR)

Accounts Payable (AP)

Profit & Loss (P&L) Statements

Balance Sheet Preparation

Financial Reporting

Our mission is to help businesses maintain accurate financial records, improve cash flow, and make informed financial decisions.

Job Summary

InvestVisory is seeking a motivated and results-driven Outbound Cold Caller to generate qualified leads and book appointments with business owners interested in our accounting and bookkeeping services.

This is a 100% commission-based opportunity, ideal for sales professionals who are confident in their ability to generate leads and earn based on performance.

Key Responsibilities

Make 50–100+ outbound cold calls daily to business owners and decision-makers.

Identify and qualify prospects interested in bookkeeping and accounting services.

Schedule qualified appointments for the sales team.

Conduct multi-channel outreach through:

Cold Calling

LinkedIn Prospecting

Email Outreach

SMS Outreach

Research target businesses and personalize outreach strategies.

Present InvestVisory’s bookkeeping and accounting solutions to prospective clients.

Maintain accurate records of all outreach activities in the CRM.

Meet or exceed weekly and monthly appointment-setting and lead generation targets.

Collaborate with the sales team to improve messaging and conversion rates.

Qualifications

0–2+ years of experience in Cold Calling, SDR, Lead Generation, or Outbound Sales.

Comfortable making 50–100+ outbound calls per day.

Strong communication, persuasion, and objection-handling skills.

Experience using LinkedIn for prospecting.

Familiarity with CRM systems and email outreach tools.

Strong research and lead qualification abilities.

Self-motivated, resilient, and target-driven.

Experience selling accounting, bookkeeping, financial, or B2B services is a plus.

Ideal Candidate

Has a hunter mentality and enjoys prospecting.

Is confident speaking with business owners and decision-makers.

Is resilient and comfortable handling rejection.

Is competitive and motivated by performance-based earnings.

Thrives in a fast-paced sales environment.

Can work independently with minimal supervision.

Compensation

100% Commission-Based

Attractive commissions for every successful client conversion.

Unlimited earning potential with no cap on commissions.

Performance incentives for top performers.

Opportunity for long-term growth within InvestVisory.

Why Join InvestVisory?

Join a growing accounting firm where your efforts directly translate into earnings. If you’re a driven sales professional looking for unlimited income potential and the opportunity to help businesses improve their financial operations, we’d love to hear from you.

How to Apply

If you’re passionate about sales and want unlimited earning potential while helping businesses improve their financial operations, we’d love to hear from you.

Send your resume to: careers@investvisoryfinancial.com

Subject Line: Application – Outbound Cold Caller.