Financial Services Appointment Setter
New
J
JobgetherFinancial Services
India, 10:00 AM to 4:00 PM PSTPart-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- Strong spoken English with a native or near-native level of fluency
- Required Skills
- Microsoft ExcelGoogle Sheets
Requirements
- Previous cold-calling experience with demonstrated appointment setting success.
- Experience using power dialer systems.
- Strong spoken English with a native or near-native level of fluency.
- Ability to work effectively from scripts while keeping conversations engaging.
- Confident, professional telephone presence with strong interpersonal and listening skills.
- Experience working with U.S.-based consumers.
- Strong objection-handling skills and persistence.
- Working knowledge of Calendly, Excel, or Google Sheets.
- Reliable, organized, and performance-driven mindset.
Responsibilities
- Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.
- Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.
- Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.
- Generate interest and identify prospects who are appropriate for a consultation with a financial professional.
- Handle basic objections confidently, professionally, and without being overly aggressive.
- Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.
- Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.
- Maintain consistent calling activity throughout assigned two-hour calling blocks.
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