Key Financial Opportunities Specialist
2 days ago
This role presents a chance to play a crucial part in helping individuals achieve their financial goals through comprehensive planning and protection strategies.
You will be responsible for connecting potential clients with expert financial advisors who can transform their financial outlook.
The ideal candidate will possess strong communication and relationship-building skills, as well as the ability to work independently while following established processes.
Responsibilities:- Conduct cold 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.
- Maintain consistent communication within various time zones.
- 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 full-time (40 hours per week).
- Excellent time management and organization abilities.
- Professional demeanor and articulate communication style.
- Basic understanding of financial services industry (preferred).
- Ability to work independently while following established processes.
- Proficiency with CRM and communication software.
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