Telemarketer Financial Services Experienced

Roles & Responsibilities

Senior Telemarketer - Financial Services (Full-Time, In-Office)

About the Role

Join our dynamic financial services team as a Senior Telemarketer specializing in appointment setting for wealth management and investment advisory services. This full-time, in-office position is designed for experienced sales professionals who can operate with minimal supervision while mentoring junior team members.

Key Responsibilities

• Lead outbound calling campaigns to qualified prospects using company-provided lead lists
• Schedule high-quality appointments between prospects and our financial advisory team
• Manage complex follow-up sequences for missed calls and busy prospects
• Consistently exceed daily and monthly appointment setting targets
• Maintain detailed records and analytics in our CRM system
• Mentor and train junior telemarketers
• Participate in strategy meetings and contribute to campaign optimization

Requirements

Essential Qualifications :

What We Offer

Compensation :

Training & Development :

Work Arrangement :

John Liau

EA License : 24C2165

Personnel : R2196654

Tell employers what skills you have

CRM

Coaching

Wealth Management

Mentoring

Sales

Investment Advisory

Leadership

Verbal Communication

Ability To Work Independently

Telemarketing

Cold Calling

Leadership Development

Strategy

Financial Advisory

Financial Services