Telemarketer / PA (High Incentive)
3 weeks ago
Job Overview:
We are seeking a motivated and results-driven PART-TIME Telemarketer to join our dynamic team. The ideal candidate will have a passion for sales and client engagement, focusing on wealth management, insurance, and investment solutions for families, business owners, and individuals. This role offers significant growth opportunities with a highly incentivized performance structure. As a Telemarketer, you will play a key role in driving business growth by reaching out to prospective clients, generating leads, and scheduling appointments for our advisors.
Key Responsibilities:- Outbound Calls: Make a high volume of outbound calls to potential clients to introduce the company's services in wealth management, insurance, and investment solutions
- Lead Generation: Identify and qualify leads through effective questioning and listening skills, and determine interest levels in the company's offerings.
- Appointment Setting: Schedule meetings and consultations for our advisors with qualified prospects.
- Client Follow-up: Engage in follow-up calls and emails to nurture prospects and provide further information when necessary.
- Product Knowledge: Stay updated on the company's offerings, including insurance plans, wealth management strategies, and investment solutions to communicate effectively with prospects.
- CRM Management: Maintain and update the CRM system with relevant client information and track lead progress.
- Customer Service: Handle inquiries and questions from prospective clients, providing clear and professional responses.
- Target Achievement: Meet or exceed daily, weekly, and monthly performance targets for calls, appointments, and conversions.
- Collaboration: Work closely with the sales and advisory teams to ensure smooth transitions from lead generation to client onboarding.
- Sales-Oriented Mindset: Strong interest in sales, client engagement, and achieving performance targets.
- Excellent Communication: Strong verbal communication skills with the ability to engage and build rapport with clients over the phone.
- Persistence and Resilience: Ability to handle objections and rejection while maintaining a positive attitude.
- Organizational Skills: Ability to manage multiple leads and follow-ups, keeping track of progress in the CRM system.
- Attention to Detail: Accuracy in recording client information and managing leads.
- Knowledge of Financial Products: Familiarity with financial planning, insurance, and investment solutions is a plus but not required. Training will be provided.
- Previous telemarketing, sales, or customer service experience.
- Experience in the financial services, insurance industry, or business loans and mortgage is a plus.
- Experience using CRM systems.
- Competitive base hourly fee. ($12-15 per hour)
- Highly incentivized performance bonuses based on lead generation and successful conversions.
- Opportunities for excellent income within a thriving business.
- Ongoing training and support in wealth management, insurance, and investment solutions.
You'll be part of a supportive and dynamic team focused on helping families, business owners, and individuals achieve financial security and growth. We provide ongoing training and offer a clear path to professional advancement. If you're passionate about sales and enjoy speaking to people, this is the opportunity for you.
Tell employers what skills you haveProduct Knowledge
CRM
Wealth Management
Lead Generation
Sales
Listening Skills
Telesales
Telemarketing
Financial Planning
Loans
Cold Calling
Attention to Detail
Customer Service
Scheduling
Financial Services
Customer Service Experience
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