Customer Acquisitions Specialist
2 days ago
This role offers an opportunity to connect potential clients with expert financial advisors who can transform their financial outlook.
The successful candidate will be responsible for conducting cold outreach to potential clients, qualifying prospects according to established parameters, and scheduling quality appointments for financial advisor meetings.
- Key responsibilities include:
- Conducting cold calls to potential clients
- Qualifying prospects based on established criteria
- Scheduling appointments for financial advisor meetings
- Informing prospects about next steps in the process
Proficiency in CRM software is a must, and experience in appointment setting is highly desirable. Additionally, excellent communication skills, time management abilities, and a professional demeanor are essential for success in this role.
A focus on quality of appointments over quantity is crucial. This position is ideal for those who enjoy building relationships, communicating effectively, and working independently while following established processes.
Benefits of this role include:
- HMO coverage for eligible locations
- Permanent work-from-home arrangement
- Immediate hiring
Please note that as an independent contractor, you will handle your own benefits and taxes, and your compensation will be based on hourly rates.
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