Telemarketer

Job Summary

We are seeking a motivated Telemarketer to engage prospective clients by phone, introduce financial planning services, qualify prospects, and schedule appointments for Financial Consultants using company leads and CRM tools.

Responsibilities

• Contact prospective clients using company-provided leads to generate interest in financial planning services
• Introduce the company’s financial planning services, educational workshops, and client events clearly and persuasively
• Assess customers’ needs to qualify prospects effectively for follow-up
• Arrange appointments for Financial Consultants to meet client needs
• Follow up with interested prospects to maintain engagement and support conversion
• Maintain accurate and up-to-date records of calls and appointments in the company’s CRM system
• Achieve individual and team appointment targets while ensuring high service quality
• Comply with company policies on data protection and regulatory requirements

Preferred competencies and qualifications

• Demonstrate excellent telephone etiquette to create positive client interactions
• Apply strong listening and communication skills to understand and respond to client needs
• Exhibit a customer service mindset to enhance client satisfaction
• Show self-motivation and results orientation to meet targets consistently
• Manage time and organise tasks efficiently to handle multiple leads and appointments
• Display resilience and perseverance to overcome challenges in telemarketing

Salary:
$12-$15/hour