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Financial Services Representative

2 months ago

London, Greater London, United Kingdom Clearwater Wealth Management Full time
{"title": "Prospect Telemarketing Role", "description": "Unlock Your Potential in Financial Services

Are you a skilled communicator with a passion for finance and a drive to succeed? We're seeking a talented individual to join our calling team as a Prospect Telemarketing Representative.

As a key member of our team, you will be responsible for contacting qualified inbound leads, introducing them to our wealth management services, and setting appointments for our financial advisors.

Key Responsibilities:

  • Make outbound calls to a targeted list of potential clients to generate interest in our wealth management services.
  • Effectively communicate the benefits of our services and how we can help prospects achieve their financial goals.
  • Schedule initial appointments for our financial advisors.
  • Maintain detailed records of all interactions in our CRM system, tracking progress and outcomes.
  • Meet weekly and monthly targets for calls and kept appointments.

What We Offer:

  • Comprehensive training to ensure success in your role.
  • Career advancement opportunities based on performance.
  • A supportive culture focused on client success.
  • Competitive compensation with performance-based bonuses.

Apply Now

"}