Overview
Role focused on generating and qualifying leads for financial advisors through phone outreach.
Ideal candidate should have proven experience in appointment setting or sales with excellent communication skills.
remotemidfull-timeEnglishCRM systems
Locations
Requirements
Experience in appointment setting or sales Strong work ethic and self-motivation
Responsibilities
Conduct inbound and outbound calls Qualify leads from advertising campaigns Maintain organized calendar and schedule Track interactions in CRM Collaborate with advisors and sales teams
Benefits
Competitive salary plus commissions