Telecoms Sales Professional

7 days ago

City of London, United Kingdom Clearwater Wealth Management Full time
Clearwater Wealth Management is a reputable wealth management firm that provides expert guidance to help clients achieve their financial goals. As a Tellemarketing Associate, you will be responsible for contacting qualified inbound leads, introducing them to our services, and setting appointments for our financial advisors.

About the Role:

We are seeking an enthusiastic and driven individual to join our calling team. In this role, you will work closely with our team to generate interest in our wealth management services.

Main 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.

Requirements:

  • Previous experience in a call centre, sales, or telemarketing role is required.
  • Strong communication and interpersonal skills, with the ability to build rapport quickly.
  • A basic understanding of financial products and services is an advantage.
  • Highly motivated, with a strong work ethic and goal-oriented mindset.
  • Ability to handle rejection while maintaining a positive attitude.
  • Self-starter who can work independently and thrive in a team environment.

We Offer:

  • Training and development: Comprehensive training to ensure success in your role, with opportunities for ongoing learning.
  • Career advancement: Clear paths for progression within the company based on performance, including the potential to train as a financial adviser for the right candidates.
  • Supportive culture: Be part of a passionate and collaborative team focused on client success.
  • Competitive compensation: £28,000 - £32,000 per annum, depending on experience, plus performance-based bonuses.

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