Job Summary We are seeking a motivated Telemarketer to engage prospective clients by phone, introduce financial planning services, qualify prospects, and schedule appointments for Financial Consultants using company leads and CRM tools.
Responsibilities - Contact prospective clients using company‑provided leads to generate interest in financial planning services
- Introduce the company’s financial planning services, educational workshops, and client events clearly and persuasively
- Assess customers’ needs to qualify prospects effectively for follow‑up
- Arrange appointments for Financial Consultants to meet client needs
- Follow up with interested prospects to maintain engagement and support conversion
- Maintain accurate and up‑to‑date records of calls and appointments in the company’s CRM system
- Achieve individual and team appointment targets while ensuring high service quality
- Comply with com...