
Appointment Setter for Financial Products
2 weeks ago
About this Role
We are seeking a skilled Outbound Caller to make phone connections with potential customers from our provided leads. Your key responsibility will be appointment setting for our financial consultants.
Key Responsibilities:
- Initiate outbound calls to potential clients from company-provided leads.
- Engage prospects and introduce financial products in a concise and professional manner.
- Arrange appointments for the financial consultant team.
- Maintain accurate call records and update the database with customer information.
- Follow established call scripts and guidelines for consistency and compliance.
- Meet daily/weekly appointment targets.
Requirements:
- Strong communication and interpersonal skills.
- Confident and polite phone demeanor.
- Self-motivated and goal-oriented.
- Prior telemarketing or call center experience is an asset, but not mandatory (training provided).
- Able to work during stated hours (2 PM – 7 PM).
What We Offer:
- Pre-qualified leads.
- A flexible, focused role with no sales pressure (appointment setting only).
- Competitive hourly pay with opportunities for incentives based on successful appointments.
- A supportive team environment with comprehensive training.
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