Financial Services Representative
3 days ago
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
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