Job description
This is a remote position.
We are looking for aCold Caller / Lead Generation Specialistwith a proven track record in financial services to join our team. This role is ideal for a skilled cold caller and appointment setter with experience reaching out to financial professionals such as CPAs, lawyers, insurance agencies, and financial advisors. The VA will use a provided list of leads to generate interest, set appointments, and support business growth.
Key Responsibilities:
Cold Calling & Lead Generation:Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.
Appointment Setting:Successfully schedule appointments with qualified leads, following up as needed to maximize conversion rates.
Engage Prospective Clients:Effectively communicate the value of services to engage prospective clients and build rapport.
Lead Management:Keep accurate and organized records of calls, lead status, and follow-up actions.
Reporting:Provide regular updates on call metrics, lead quality, and conversion rates to management.
Must-Haves:
Expert Cold Caller:Demonstrated success in cold calling, with strong persuasion skills.
Appointment Setting Skills:Experience in scheduling appointments with high-quality leads in the financial services sector.
Financial Services Background:Understanding of the finance industry, including key roles and terminology.
Excellent Communication Skills:Clear, professional, and effective communication skills for engaging finance professionals.
Self-Motivated:Ability to work independently, meet call targets, and manage time effectively.
Qualifications:
Previous experience in lead generation and cold calling in financial services.
Strong organizational skills to manage lead lists and follow-up activities.
Proficiency with CRM or lead management software (preferred but not required).
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.