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Financial Services Appointment Setter

Company hidden

Hours

10 hrs/week

Schedule

Part Time

Location

Remote · Brazil

About this role

Accountabilities: 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…

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