Offer summary

Qualifications:

Proven experience in cold calling or appointment setting, ideally in financial services., Exceptional communication skills with a knack for building rapport over the phone., Familiarity with CRM systems like HubSpot and proficiency in Excel for data management., Self-motivated with strong time management skills, able to work independently in a remote setting..

Key responsabilities:

Conduct outbound calls to potential clients during peak engagement hours.

Utilize provided scripts to communicate the value of financial planning services effectively.

Schedule appointments for financial advisors using Calendly and maintain accurate records in Excel or HubSpot CRM.

Achieve daily and weekly call targets and collaborate with the financial advisory team to understand service offerings.

Job description

This is a remote position.

Job Highlights:

Contract: Independent Contractor
Schedule:
20 hours per week; Monday to Friday; Flexible work schedule between 10:00am to 5:00pm Saint Petersburg, FL, USA time (10:00pm to 5:00am Manila time); 4hours per day

Client Overview

Join a thriving financial advisory firm based in sunny Florida, dedicated to helping individuals and businesses secure their financial futures. This established company is expanding its reach, offering comprehensive financial planning and retirement account management services. With a strong foundation of existing clients, they’re now seeking talented individuals to help grow their impact and bring financial peace of mind to more people.

As a Cold Caller / Appointment Setter, you’ll be the first point of contact for potential clients, playing a crucial role in the company’s growth strategy. You’ll leverage your exceptional communication skills to connect with employees at partner companies, introducing them to life-changing financial planning services. Using the provided scripts and your natural ability to build rapport, you’ll schedule appointments for financial advisors to conduct in-depth financial plan reviews. This role offers a unique blend of challenge and reward, as your efforts directly contribute to improving people’s financial well-being. If you’re passionate about making a difference and excelling in a fast-paced, goal-oriented environment, this position offers an exciting opportunity to kickstart or advance your career in the financial services industry.

Responsibilities

• Conduct outbound calls to potential clients during peak engagement hours (10 AM to noon and 2:30 PM to 5 PM)

• Utilize provided scripts to effectively communicate the value of financial planning services

• Schedule appointments for financial advisors using Calendly

• Maintain accurate records of call outcomes and appointments in Excel or HubSpot CRM

• Achieve daily and weekly call targets and appointment-setting goals

• Adapt to feedback and continuously improve performance

• Collaborate with the financial advisory team to understand and communicate service offerings

Requirements

• Proven track record in cold calling or appointment setting, preferably in a financial services context

• Exceptional communication skills with the ability to build rapport quickly over the phone

• Proficiency in using CRM systems (HubSpot experience a plus) and Excel for data management

• Familiarity with online scheduling tools like Calendly

• Basic understanding of financial services industry preferred but not required

• Self-motivated with strong time management skills • Ability to work independently in a remote setting

• Comfortable with a performance-based environment and meeting targets

• Flexibility to potentially increase hours or transition to full-time based on performance

• Access to a quiet, professional home office environment with reliable internet connection

Benefits

Independent Contractor Perks

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_21714_JOB

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