ABOUT THE ROLE

Join our financial services team as a Telemarketer focused on scheduling appointments with prospects for our wealth management and investment advisory services. You’ll be the crucial first contact connecting potential clients with our professional advisors.

KEY RESPONSIBILITIES

Outbound calling to qualified prospects using provided lead lists
Schedule appointments between prospects and financial advisors
Follow up on missed calls or busy prospects to maintain engagement
Achieve targets for daily and monthly appointment setting
Maintain accurate records in CRM system with detailed notes