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Appointment Setter Financial Advisor

Need an experienced appointment setter for an independent financial advisor with serious persuasive ability to call well qualified leads that, for the most part, have been previously scrubbed. I will also provide less scrubbed leads if additional leads are needed to match up with weekly appointment goals. These will be consumers that have previously expressed an interest in principal guaranteed insurance backed annuities and so they are already aiming towards a specific set of products. You will be mainly dealing with baby boomers and retirees that are in retirement or approaching retirement. There will need to be a lot of follow up activity inclusive of, but not limited to, calling prospects back that you haven't initially gotten a hold of, calling prospects the day before their appointment confirming their upcoming meeting, understanding the demographic areas where my satellite offices are located (Texas, California etc). Mailing, via FEDEX, company literature after each set appointment may be part of the appointment setting tasks as well if possible. We are talking about only setting up to 5 to 8 appointments per week but as revenue comes in the additional perks will follow. Need to learn a script, as well as in house sales angles, to get those well qualified appointments to come in the door as well as appropriate note taking as far as how each appointment/conversation went and the conversational facts that were part of each individual phone call.

Domestic callers please.

Skills: Leads, Marketing, Research, Sales, Telemarketing

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About the Employer:
( 0 reviews ) United States

Project ID: #15501394

10 freelancers are bidding on average $39/hour for this job

coolwriter30

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(38 Reviews)
5.4
rakeshwadhwani

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4.2
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Zestures

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(1 Review)
0.8
behnam00170

Hey buddy i have been working since past 3 years as a client service executive as well as telemarketer and i can do this role for you as you require

$40 USD / hour
(0 Reviews)
0.0
gursimarshah

I work with Dedication and provide timely delivery of projects .. Relevant Skills and Experience Sales ,marketing ,customer service ,accounting

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$44 USD / hour
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SionieAD

I have current and past experiences in cold calling, appointment setting, up-selling and add on business sales for Financial Services

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(0 Reviews)
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mish5506

Extensive background in finance.. Experience on the phone with prospects interested in investing. This involved extensive and meticulous follow-up and reporting. Have the skills to make the introduction, engage in More

$41 USD / hour
(0 Reviews)
0.0