Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Cold Calling Finance Lead Generation Sales Proposals Calendar Management Process Management Lead Generation Prospect Management Small Business Marketing Sales Analysis

Other Skills

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Calendaring
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Record Keeping
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Rapport Building
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Communication
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Time Management
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Organizational Skills
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Detail Oriented
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Goal Setting
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Self-Motivation

Roles & Responsibilities

Expert Cold Caller with a proven track record in cold calling within financial services
Appointment Setting Skills in the financial services sector
Financial Services Background with understanding of industry terminology
Excellent Communication Skills and ability to work independently with self-motivation

Requirements:

Cold Calling Lead Generation: Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.
Appointment Setting: Schedule appointments with qualified leads and follow up as needed to maximize conversion rates.
Lead Management: Maintain accurate and organized records of calls, lead status, and follow-up actions.
Reporting: Provide regular updates on call metrics, lead quality, and conversion rates to management.

Easy Outsource

About Easy Outsource

As a business owner, there comes a time when you’re faced with a chicken or egg situation.Your business is growing fast, so your need for talent is increasing. But finding, training, and managing new people requires time.Time you don’t have, because you’re busy with the onslaught of new work.So you try to hire more but your team can’t find people you need fast enough.Worst of all… you’ve tried delegating & even outsourcing before and it didn’t work. It’s hard to find people to mesh with your team, and it’s even harder to manage them remotely.As an outsourcing company, our goal isn’t just to find you workers. We’ll find you that perfect match.Because unlike other outsourcing companies, Recruitment is in our DNA. With a combined 47 years of experience recruiting for finance, tech, marketing, SaaS, & the healthcare sector, EasyOutsource partners with fast-growing companies to provide diverse, & top-notch talent not just in North America but worldwide.Our easy Triple-C formula of Caliber talent, Client-focused approach, & Cost-effective service solves the hassle of finding talented remote workers.So if you want to> Hire at scale, while keeping costs low> Find specialized skills too expensive in your area> Stay innovative with a diverse team> Find remote workers sans the challenges of managing themApply for a consultation with one of our talent experts:https://www.easy-outsource.com/Let’s see if we’re a good fit. We’ll ask questions about your business — your goals, challenges, & hiring requirements.Our experts will explain our criteria in matching offshore talent with different businesses, & answer questions you may have. The goal is to understand your goals and management style to see if we can collaborate.After that, they’ll go back to our team with your requested talent profile so we can start sourcing a candidate.If you’re ready for new team members at half the cost (& headaches), let’s talk https://www.easy-outsource.com/

Company type: Startup

Founded: 2018

Company size: 11 - 50

Website LinkedIn See all jobs →

Job description

This is a remote position.

We are looking for a Cold Caller / Lead Generation Specialist with a proven track record in financial services to join our team. This role is ideal for a skilled cold caller and appointment setter with experience reaching out to financial professionals such as CPAs, lawyers, insurance agencies, and financial advisors. The VA will use a provided list of leads to generate interest, set appointments, and support business growth.

Key Responsibilities:

Cold Calling & Lead Generation: Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.
Appointment Setting: Successfully schedule appointments with qualified leads, following up as needed to maximize conversion rates.
Engage Prospective Clients: Effectively communicate the value of services to engage prospective clients and build rapport.
Lead Management: Keep accurate and organized records of calls, lead status, and follow-up actions.
Reporting: Provide regular updates on call metrics, lead quality, and conversion rates to management.

Must-Haves:

Expert Cold Caller: Demonstrated success in cold calling, with strong persuasion skills.
Appointment Setting Skills: Experience in scheduling appointments with high-quality leads in the financial services sector.
Financial Services Background: Understanding of the finance industry, including key roles and terminology.
Excellent Communication Skills: Clear, professional, and effective communication skills for engaging finance professionals.
Self-Motivated: Ability to work independently, meet call targets, and manage time effectively.