Appointment Setter | Travel | Remote

About the Role

You will own the responsibility of initiating contact with potential clients and guiding them through the discovery phase of travel planning. This involves sparking interest through structured conversations while ensuring that advisor calendars remain protected and available for booked sessions. You will engage with a blend of structured planning and genuine curiosity to help clients uncover travel options that match their aspirations. Your role requires maintaining a steady outreach rhythm that turns initial interest into scheduled advisory appointments. You will support the travel advisory operations by acting as the primary point of contact for prospects during the early engagement stage. This position demands consistency in communication and a clear understanding of how to move inquiries forward without overstepping advisory boundaries. You will contribute directly to the growth of the travel advisory practice by securing high-quality meeting slots that align with client needs and advisor capacity.

Key Facts

What you'll do

• Design and execute structured outreach sequences that introduce travel advisory services and secure qualified meeting slots with potential clients.
• Coordinate travel-focused calendars while strictly honoring time zone boundaries, advisor availability, and local scheduling constraints.
• Manage confirmation and follow-up touchpoints by using timely reminders, clear summaries, and supportive resources to sustain client interest.
• Maintain detailed interaction logs inside Customer Relationship Management (CRM) platforms to ensure accurate records and support future analysis.
• Explore specific travel niches and preferences to align client dreams with realistic, well-timed options that fit their goals and budgets.
• Adjust messaging and communication style based on response patterns to improve reply rates, clarify value propositions, and strengthen engagement.
• Support advisory partners by aligning scheduled consultations with their capacity, expertise, and current workload to optimize the advisory experience.
• Ship finalized appointment details, preparation guides, and relevant resources to ensure consultations proceed smoothly and clients feel ready.
• Monitor response trends and engagement metrics to identify opportunities for refining outreach approaches and increasing conversion rates.
• Collaborate with internal teams to share feedback from client conversations that can inform service improvements and travel product development.
• Represent Destination Knot in a professional and friendly manner that reflects the brand promise of thoughtful, accessible travel guidance.
• Use structured frameworks to qualify prospects, uncover needs, and determine the right next steps for each engagement.
• Prioritize tasks to manage multiple inquiries and complex calendars without compromising the quality of communication or accuracy of information.
• Leverage travel knowledge and booking platform familiarity to answer preliminary questions and set realistic expectations for clients.
• Maintain strict adherence to data privacy and client confidentiality standards in all interactions and record-keeping activities.

Requirements

• Communicate clearly with diverse adults using both written and spoken methods on a daily basis.
• Practice independent time management to stay organized while handling multiple inquiries, complex calendars, and detailed follow-ups.
• Demonstrate proficiency with scheduling tools and CRM systems to maintain accurate, current records of all client interactions.
• Hold a valid driver license, a reliable vehicle, and current insurance for local travel needs when in-person activities are required.
• Maintain residence in Florida or the ability to work within this location requirement as specified in the engagement terms.
• Possess up to three years of experience in customer service, sales, or appointment setting roles that involve direct client interaction.
• Show a passion for promoting travel opportunities and helping clients explore new horizons through structured guidance and informed recommendations.
• Understand and comply with all job responsibilities, tools, and processes outlined in the official role documentation and training resources.
• Be reliable, responsive, and committed to meeting deadlines and honoring scheduled commitments to clients and advisors.
• Engage in continuous learning related to travel trends, booking tools, and advisory best practices to improve performance over time.

Nice to Have

• Travel knowledge and familiarity with common booking platforms are considered assets for this role.
• Experience with travel-specific terminology, destination knowledge, and itinerary planning methods.
• Comfort using collaborative tools, project management software, and automation features within CRM systems.
• Exposure to sales or appointment setting roles within the travel, hospitality, or lifestyle sectors.
• Strong written communication skills for crafting clear, concise, and compelling messages in outreach sequences.
• Basic understanding of time zone management and calendar coordination tools to reduce scheduling conflicts.

Practical Notes

The position operates in a remote engagement model based in Florida. Work hours and schedule flexibility will be defined in the official job details and onboarding materials. Travel is not required for this role, though local travel may be needed for specific in-person activities when permitted and pre-approved. Visa sponsorship is not applicable for this engagement. Deadlines for application review will be managed according to internal hiring timelines posted Please review the official apply page for precise application instructions and confirm current details before submitting your materials.