Hire an appointment setter for financial services

A dedicated PCS team member, trained on your stack, in your hours, with sector context for financial services.

Advisers, brokers, and lenders live on booked conversations, but their best people are too senior to spend hours dialling. A PCS appointment setter works your lead lists and aged book — review invitations, refinance triggers, insurance renewals — with the compliance-aware scripting financial services needs, and books qualified appointments straight into adviser calendars. Live contact in ANZ hours, every disposition logged in your CRM.
RoleNZ bandAU bandFiji band (PCS)Savings
Appointment setterNZ$55,000 – NZ$68,000AU$58,000 – AU$72,000FJ$16,000 – FJ$24,00055–70%

Salary bands sourced from public job-market data. Fiji band is fully-loaded — PCS handles recruitment, training, infrastructure, security, payroll and compliance.

The role

What a PCS appointment setter actually does

Standard responsibilities on the role; tuning happens during onboarding to your SOPs.

Skills we recruit for

Confident, natural phone manner with ANZ-friendly accent

Objection handling without being pushy

Calendar and booking-tool fluency

Fast, accurate CRM data entry

Resilience and consistent dial discipline

Tools they typically work in

GoHighLevelHubSpotCalendlyAircall / JustCall

KPIs we report on

Appointments booked per week

Speed to lead

Show-up rate

Dials and connect rate

Financial services context

Why this role lands well in financial services

Financial services teams need offshore partners that take security as seriously as they do. PCS has existing collections and accounts work in this space — DebtManagers is a long-standing client — and operates under ISO 27001:2022 controls that satisfy most ANZ financial-services security questionnaires. Roles range from collections agents and customer support to finance admin and back-office reconciliation.

Industry-specific responsibilities

PCS operates collections and customer support teams for DebtManagers and other financial-services clients. ISO 27001:2022 certified, with documented controls for handling regulated customer data.

Why PCS

What PCS owns end-to-end

Recruitment, training, infrastructure, security, payroll, compliance and reporting — all included. You get a dedicated team member; we handle the operating model.

NZ-led management

Account managers based in NZ run weekly reviews and translate between your operating norms and the Suva team.

ISO 27001:2022 certified

Information security is documented, audited, and built into every desk, laptop and process. Standard security questionnaires get answered with our existing pack.

Timezone-matched

The team works your business hours — no overnight handoff problems. We also cover extended windows where genuinely needed.

Pilot-then-scale

Most engagements start with a pilot framework — small, focused, KPI-driven. Scale up once the operating model is proven. Contract terms vary by client and package.

FAQ

Common questions

Yes. English is Fiji's official language and the accent is neutral and warm — ANZ callers consistently rate Fiji-based teams as easy to talk to. Every setter is voice-assessed during recruitment and trained on your scripts and tone.
Within minutes, during your business hours. Fiji shares New Zealand's business day (UTC+12) and is 2–3 hours ahead of the Australian east coast, so speed-to-lead happens live — which is where appointment-setting economics are won.
Typically 55–70% less than an equivalent NZ or AU hire, on an all-inclusive rate covering salary, facilities, equipment, HR, and day-to-day management.
Yes — setters work inside your stack: GoHighLevel, HubSpot, Salesforce, Calendly, or whatever you run. Every call is dispositioned in your CRM, so your pipeline reporting stays clean.
Calls are recorded and QA-scored against a calibrated scorecard, with weekly coaching. You get visibility of dials, connects, bookings, and show-up rates — and you sign off the script before anyone dials.

Get a staffing plan in 24 hours

Tell us what you need. We'll come back within a business day with roles, costs, security pack and a 30/60/90-day pilot plan.

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