
Financial Services Outreach Specialist
2 weeks ago
We are seeking a highly skilled and motivated Appointment Setter to join our organization. As an Appointment Setter, your primary responsibility will be to establish connections between potential clients and our financial consultants through strategic outbound calls.
Our ideal candidate is someone who can effectively communicate our financial products in a clear and concise manner, engage prospects, and schedule appointments. This role offers a flexible and focused environment with no sales pressure, allowing the successful candidate to excel and grow professionally.
- Make targeted calls to potential customers from provided leads.
- Present financial solutions and build rapport with prospects.
- Schedule meetings for our financial consultant team.
- Ensure accurate call records and update customer information in our database.
- Adhere to established call scripts and guidelines to maintain consistency and compliance.
Requirements:
- Excellent communication and interpersonal skills.
- A confident and polite phone demeanor.
- Self-motivated and result-driven.
- Prior experience in telemarketing or call center roles is advantageous but not mandatory; training will be provided.
- Access to pre-generated leads.
- A dynamic and supportive work environment with minimal sales pressure.
- Competitive hourly compensation with incentives for successful appointments.
- Ongoing training and development opportunities.
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