
Financial Client Liaison
7 days ago
You will bridge the gap between individuals seeking financial clarity and our team of experts. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.
Responsibilities:
- Proactively conduct outbound outreach to potential clients via calls, emails, or CRM-driven communications.
- Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
- Schedule consultations with the appropriate financial advisers or coaches.
- Maintain accurate records of interactions, notes, and scheduled appointments in CRM systems.
- Follow up with warm leads to ensure engagement and appointment attendance.
- Collaborate across teams to improve conversion effectiveness.
Requirements:
- Previous experience in appointment setting, telemarketing, or client outreach preferably within financial services, accounting, real estate, or wealth coaching.
- Passion for financial wellness and understanding of financial concepts.
- Excellent communication skills, warm, clear, persuasive, and empathetic.
- Proficiency with CRM tools and workflow tracking; strong organizational habits.
- Able to adapt communication to various levels of financial literacy.
Advantages & Benefits:
- Competitive compensation tied to successful bookings.
- Flexible work-from-home setup with opportunities for collaborative sessions.
- Training to deepen understanding of financial services and wealth creation methods.
- Opportunity to grow into broader client-facing or advisory roles as you gain knowledge and experience.
- Make a meaningful impact helping individuals gain financial confidence and secure futures.
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