Job Overview:
We are seeking a motivated and results-driven Telemarketer to join our dynamic team. The ideal candidate will have a passion for sales and client engagement, focusing on wealth management, insurance, and investment solutions for families, business owners, and individuals. This role offers significant growth opportunities with a highly incentivized performance structure. As a Telemarketer, you will play a key role in driving business growth by reaching out to prospective clients, generating leads, and scheduling appointments for our advisors.
Key Responsibilities:
- Outbound Calls: Make a high volume of outbound calls to potential clients to introduce the company’s services in wealth management, insurance, and investment solutions
- Lead Generation: Identify and qualify leads through effective questioning and listening skills, and determine interest levels in the company’s offerings.
- Appointment Setting: Schedule meetings and consultations for our advisors with qualified prospects.
- Client Follow-up: Engage in follow-up calls and emails to nurture prospects and provide further information when necessary.
- Product Knowledge: Stay updated on the company’s offerings, including insurance plans, wealth management strategies, and investment solutions to communicate effectively with prospects.
- CRM Management: Maintain and update the CRM system with relevant client information and track lead progress.
- Customer Service: Handle inquiries and questions from prospective clients, providing clear and professional responses.
- Target Achievement: Meet or exceed daily, weekly, and monthly performance targets for calls, appointments, and conversions.
- Collaboration: Work closely with the sales and advisory teams to ensure smooth transitions from lead generation to client onboarding.
Key Skills & Requirements:
- Sales-Oriented Mindset: Strong interest in sales, client engagement, and achieving performance targets.
- Excellent Communication: Strong verbal communication skills with the ability to engage and build rapport with clients over the phone.
- Persistence and Resilience: Ability to handle objections and rejection while maintaining a positive attitude.
- Organizational Skills: Ability to manage multiple leads and follow-ups, keeping track of progress in the CRM system.
- Attention to Detail: Accuracy in recording client information and managing leads.
- Knowledge of Financial Products: Familiarity with financial planning, insurance, and investment solutions is a plus but not required. Training will be provided.
Preferred Qualifications:
- Previous telemarketing, sales, or customer service experience.
- Experience in the financial services, insurance industry, or business loans and mortgage is a plus.
- Experience using CRM systems.
Benefits:
- Competitive base fee.
- Highly incentivized performance bonuses based on lead generation and successful conversions.
- Opportunities for excellent income within a thriving business.
- Ongoing training and support in wealth management, insurance, and investment solutions.
Why Join Us?:
You’ll be part of a supportive and dynamic team focused on helping families, business owners, and individuals achieve financial security and growth. We provide ongoing training and offer a clear path to professional advancement. If you’re passionate about sales and enjoy speaking to people, this is the opportunity for you.
