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Appointment Setter Financial Advisor

$25-50 USD / hour

Closed
Posted over 6 years ago

$25-50 USD / hour

Need an experienced appointment setter for an independent financial advisor with serious persuasive ability to call well qualified leads that, for the most part, have been previously scrubbed. I will also provide less scrubbed leads if additional leads are needed to match up with weekly appointment goals. These will be consumers that have previously expressed an interest in principal guaranteed insurance backed annuities and so they are already aiming towards a specific set of products. You will be mainly dealing with baby boomers and retirees that are in retirement or approaching retirement. There will need to be a lot of follow up activity inclusive of, but not limited to, calling prospects back that you haven't initially gotten a hold of, calling prospects the day before their appointment confirming their upcoming meeting, understanding the demographic areas where my satellite offices are located (Texas, California etc). Mailing, via FEDEX, company literature after each set appointment may be part of the appointment setting tasks as well if possible. We are talking about only setting up to 5 to 8 appointments per week but as revenue comes in the additional perks will follow. Need to learn a script, as well as in house sales angles, to get those well qualified appointments to come in the door as well as appropriate note taking as far as how each appointment/conversation went and the conversational facts that were part of each individual phone call.
Project ID: 15501394

About the project

9 proposals
Remote project
Active 6 yrs ago

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9 freelancers are bidding on average $39 USD/hour for this job
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Hi friend, I believe that you are in the right place. I wish to pledge my top notch experience in conducting research in a bid to provide flawless work. After going through the project description, I believe that I can be of utmost help. in addition, I will still be readily available for any adjustments on the assignment. I promise you that you will get 100 % plagiarism free work. I prioritize your success more than anything else in this case. Kindly consider me for the job and you will not be disappointed. Thank you as you purpose to engage in a productive relationship with me.
$41 USD in 40 days
4.8 (39 reviews)
5.4
5.4
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$41 USD in 40 days
4.9 (5 reviews)
4.6
4.6
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Dear Hiring Manager,  Looking for a best writer for your work? well, you've arrived on a perfect proposal. Being a platinum level ezine author and a top level fiverr articles seller i assure you the quality would be the best. I have 9 years of experience in Sales letters/Articles/Content/Academic writing and assure you the quality work on time as per your requirements. I will provide plagiarized free content with in the deadline and available to provide updates after regular intervals on gmail/skype. Guaranteed Plagiarism Free Content As I have TURNITIN ACCOUNT & CS PREMIUM ACCOUNT.  I would love to talk further about this task and your accurate prerequisites. I am certain I can give you first rate material that will fit your needs. I pride my work on being Proficient, of the most noteworthy quality and constantly conveyed on time.  Smiling Regards,  Vikram Singh Tomar - M.B.A - Finance  Rich Content Writer & Writing Specialist At Gayatrisoft. Pvt. Ltd 
$27 USD in 12 days
4.9 (3 reviews)
2.7
2.7
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Hey buddy i have been working since past 3 years as a client service executive as well as telemarketer and i can do this role for you as you require
$40 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I work with Dedication and provide timely delivery of projects .. Relevant Skills and Experience Sales ,marketing ,customer service ,accounting
$33 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I have current and past experiences in cold calling, appointment setting, up-selling and add on business sales for Financial Services
$41 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Extensive background in finance.. Experience on the phone with prospects interested in investing. This involved extensive and meticulous follow-up and reporting. Have the skills to make the introduction, engage in meaningful conversation and convince the decision-maker with a very good reason to schedule a meeting.
$41 USD in 40 days
0.0 (0 reviews)
0.0
0.0

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United States
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Member since Oct 24, 2017

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