Prospect Telemarketing Specialist

3 weeks ago


London, Greater London, United Kingdom Clearwater Wealth Management Full time

About the Role

As a Prospect Telemarketing Specialist at Clearwater Wealth Management, you will be responsible for contacting qualified inbound leads, introducing them to our services, and setting appointments for our financial advisors. This role is ideal for someone who excels in communication and interpersonal skills with the ability to build rapport quickly.

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.


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