Telesales and Lead generation
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- Posted:
- Proposals: 1
- Remote
- #606946
- Expired
Description
Experience Level: Intermediate
Produce qualified appointments/leads for a offshore IFA in targeted non-UK countries
To source and supply relevant data to call/contact high net worth individuals in medium to large companies who are potential investors and who may have with relevant holdings in existing investment plans or have deferred UK pension plans.
Objective is to build client base of new clients who would benefit from 'consolidation' of existing and future investments in 'one' cost effective and easy to access portfolio and also provision of ongoing investment advice
For offshore the provision of or acquiring of data essential.
To source and supply relevant data to call/contact high net worth individuals in medium to large companies who are potential investors and who may have with relevant holdings in existing investment plans or have deferred UK pension plans.
Objective is to build client base of new clients who would benefit from 'consolidation' of existing and future investments in 'one' cost effective and easy to access portfolio and also provision of ongoing investment advice
For offshore the provision of or acquiring of data essential.
Hugh L.
100% (1)Projects Completed
3
Freelancers worked with
3
Projects awarded
16%
Last project
27 Mar 2023
United Kingdom
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