Appointment Confirmation Specialist

A Snapshot of WFS Group:

WFS Group is a fast paced, high performance sales agency that provides what is referred to as “done for you sales” services to our clients. Think of a lead generation based marketing agency…. But focused on sales 🤪Put simply, our clients outsource their sales department to us and we sell their services/packages to help them scale faster than ever before while changing as many people’s lives as possible. The main verticals we service are in the online, digital marketing based community with companies that have programs that teach high paying skill sets which is referred to as “alternative education.” We sell a range of transformative programs and packages including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more.

Position Overview

The Appointment Confirmation Specialist plays a critical role in driving revenue outcomes by ensuring prospects not only show up to their scheduled calls, but show up prepared, aligned, and bought into the value of the conversation.

This role goes beyond basic confirmation. You will engage prospects in professional, high energy conversations that include light discovery, active listening, and intentional value reinforcement. Your responsibility is to reconnect prospects to why they booked the call in the first place, personalize the framing based on what you uncover, and tee up our sales team for high quality, high intent conversations.

The ultimate objective is simple but powerful. Maximize show up rates while improving the quality of each attended call.

You SHOULD apply to this role if:

• You communicate clearly and confidently in live conversations

• You enjoy speaking with new people and guiding conversations with intention

• You are curious and naturally ask good questions

• You understand that discovery drives relevance and relevance drives results

• You are comfortable following a talk track while personalizing based on what you hear

• You thrive in fast paced, performance driven environments

• You enjoy learning, improving, and having fun while executing at a high level

You SHOULD NOT apply to this role if:

• You prefer transactional conversations over intentional ones

• You struggle to think on your feet when conversations shift

• You are not detail oriented or consistent with follow through

• You get easily frustrated by objections or resistance

• You are not coachable or open to feedback

• You do not enjoy collaborating with sales teams

• You eat your pizza with ranch. We are still reviewing this one

Major Roles & Responsibilities

• Drive appointment show up rates by confirming, reinforcing, and re anchoring the value of scheduled calls

• Conduct outbound confirmation calls across all funnels using a structured but conversational approach

• Ask light discovery questions to understand prospect intent, motivation, and expectations

• Personalize call framing and value reinforcement based on what you uncover during the conversation

• Address objections and scheduling conflicts with confidence and professionalism

• Reduce cancellations and no shows through proactive communication and follow up

• Send confirmation and reinforcement messages via email or SMS

• Accurately document call notes, discovery insights, and outcomes in the CRM

• Collaborate closely with sales reps by sharing relevant context ahead of their calls

• Provide feedback and insights to sales managers on trends, objections, and prospect sentiment

• Maintain brand aligned, professional communication standards at all times

• Participate in regular team syncs with sales reps and sales leadership

Specific Tasks for Appointment Confirmation Specialist

• Place outbound calls using JustCall.io VOIP system

• Log detailed notes and discovery insights in Hubspot CRM

• Update daily tracker reports at the end of each workday

• Proactively communicate with sales reps regarding upcoming calls and key context

• Share qualitative feedback with sales managers to support ongoing optimization