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Appointment Setter For Financial Advisor

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.

Skills: Data Entry, Virtual Assistant, Word

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About the Employer:
( 0 reviews ) United States

Project ID: #15475413

5 freelancers are bidding on average $7222 for this job

mahisha123

I’ve gone through your requirement . I am very much interested to work with you on this project. I do have expertise in the specified area. Relevant Skills and Experience MS-OFFICE, DATA ENTRY, DATA ANALYSIS, EXCEL, G More

$5555 USD in 30 days
(27 Reviews)
4.6
i8solutions

i am star appointment setter Relevant Skills and Experience VA Proposed Milestones $5555 USD - MILESTONE

$5555 USD in 30 days
(4 Reviews)
3.2
$8333 USD in 30 days
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2.6
$8333 USD in 30 days
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4.4
$8333 USD in 30 days
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0.0