Telemarketer
Summary
Cold-calls prospective clients to pitch financial planning services, qualify leads, and book appointments for consultants using a CRM.
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 company policies on data protection and regulatory requirements
Preferred competencies and qualifications
- Demonstrate excellent telephone etiquette to create positive client interactions
- Apply strong listening and communication skills to understand and respond to client needs
- Exhibit a customer service mindset to enhance client satisfaction
- Show self-motivation and results orientation to meet targets consistently
- Manage time and organise tasks efficiently to handle multiple leads and appointments
- Display resilience and perseverance to overcome challenges in telemarketing
Salary:
$12-$15/hour