Experienced Telemarketer

Telemarketer - Financial Services & Wealth Management

Full-Time | $2,500 - $3,200/month

Part-Time | Pro-rated

About the Role

Join our financial services team as a Telemarketer focused on scheduling appointments with prospects for our wealth management and investment advisory services. You'll be the crucial first contact connecting potential clients with our professional advisors.

Key Responsibilities

Outbound calling to qualified prospects using provided lead lists

Schedule appointments between prospects and financial advisors

Follow up on missed calls or busy prospects to maintain engagement

Achieve targets for daily and monthly appointment setting

Maintain accurate records in CRM system with detailed notes

Requirements

Essential:

Minimum GCE 'O' Level or equivalent

At least 2 years telemarketing, sales, or related verticals

Excellent verbal communication and persuasion skills

Professional phone etiquette and resilient mindset

Comfortable with rejection and goal-oriented

Preferred:

Financial services or insurance industry experience

Proven track record in appointment setting or lead generation

What We Offer

Performance-based incentives and bonuses

Comprehensive training on financial products and sales techniques

Quality leads and proven scripts provided

Career advancement opportunities

Working Conditions

Schedule: Monday to Friday, 9:00 AM - 6:00 PM

with Hybrid and Flexible

Job Types: Full-time, Part-time

Pay: $1, $2,500.00 per month

Work Location: In person