
Secure Financial Futures through Outbound Outreach
1 week ago
Job Title: Appointment Setter
Job DescriptionThis role is a fantastic opportunity to connect potential clients with expert financial advisors who can transform their financial outlook. As an Appointment Setter, you will play a crucial first point of contact for individuals seeking to secure their financial future.
Responsibilities- Conduct outbound outreach to potential clients from provided lists
- Qualify prospects according to established parameters
- Schedule quality appointments for financial advisor meetings
- Inform prospects about next steps in the process
- Follow prescribed processes for appointment setting
- Track and report on outreach activities and success metrics
- Proven experience in cold calling and appointment setting
- Strong phone communication and relationship-building skills
- Ability to work independently while following established processes
- Proficiency with CRM and communication software
- HMO coverage for eligible locations
- Permanent remote work arrangement
- Immediate hiring
Please note that candidates must have their own computer and internet connection. They will handle their benefits and taxes.
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