Client Appointment Setter for Established Financial Advisor

Client Appointment Setter for Established Financial Advisor

26 Mar 2024
New York, New york city 00000 New york city USA

Client Appointment Setter for Established Financial Advisor

Are you a skilled communicator with a passion to set appointments? Join my team as an Appointment Setter and become part of a dynamic and successful financial advisory team located in Midtown West!

What We Offer:

- Competitive hourly wage, plus incentives based on performance.

- Convenient Midtown location, easily accessible by subway.

- Opportunity to work with pre-qualified leads and engage in outbound calls to expand our client base.

What You'll Do:

- Conduct outbound calls to pre-qualified leads and potential clients.

- Build rapport and establish relationships with prospects.

- Schedule appointments for an experienced Financial Advisor to further discuss tailored financial solutions.

- Maintain accurate records of client interactions and update our CRM system accordingly.

What We're Looking For:

- Previous experience in telemarketing, and appointment setting preferred.

- Excellent communication skills and a friendly, professional demeanor.

- Strong ability to engage and connect with prospects over the phone.

- Motivated self-starter with a desire to exceed targets and drive results.

- Interest in finance is not required.

How to Apply:

If you're ready to take the next step and join a leading financial advisory firm in Midtown West, we want to hear from you! Please reach me and tell me why you'd be a great fit for this role with flexible hours.

Don't miss out on this exciting opportunity to grow your career and make a meaningful impact. Apply now and become part of our dedicated team!

Manhattan Global Wealth Management

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