Telemarketer

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.

• 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 com...