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…
Financial Services Appointment Setter
Company hidden
Hours
10 hrs/week
Schedule
Part Time
Location
Remote · India
About this role
Rest of the description locked
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$13/mo
billed $39 every 3 months