
Appointment Maker
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- Proposals: 7
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- #1408980
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CustomerSupportAdvocate, Admin Worker, WebResearcher, EmailAddressbuilding, Datascraping
Fundraiser / Bid Writer / Research / Business Strategy /Business Planning / Life Coach / Data Entry / Transcribing / Professional Trauma Trainer

Specialists in supporting Investment professionals and those looking to raise capital for their business

1465954138242213335061465337187093150470834970
Description
Experience Level: Intermediate
Estimated project duration: Ongoing
Hi,
I need someone to call prospects and try to make a face to face appointment.
The prospects will either be leads who have shown an interest in financial advice/investments or leads who have shown an interest in estate planning i.e. wills & trusts, power of attorneys, funeral plans among other things.
Somestimes, I would have already called the prospect who have requested me to email them some information and I am awaiting to hear back. So, your call would be a follow up call to see if we can make a face to face appointment.
However, the work is adhoc, some weeks I will probably only need someone to make a single call, and other weeks it will be a few.
Therefore right now I doubt there will be an hours worth of work immediately but this period will be great to see if we can work well together and I'm confident there'd be at least around 2-3 works of work per week from around end Feb 2017 should marketing all go to plan.
I am planning a significant marketing campaign using FB Ads in February though and I expect a lot more enquiries to come through. I am currently adding new video content onto the website which should all be ready by end of January.
I WOULD PREFER SOMEONE IN THE UK, IF YOU ARE OUTSIDE THE UK AND HAVE AN ACCENT, I WILL MOST LIKELY REJECT YOU, UNLESS YOUR REVIEWS ARE 98%+.
THIS IS BUSINESS TO CUSTOMER (B2C) CALLS BY THE WAY.
I need someone to call prospects and try to make a face to face appointment.
The prospects will either be leads who have shown an interest in financial advice/investments or leads who have shown an interest in estate planning i.e. wills & trusts, power of attorneys, funeral plans among other things.
Somestimes, I would have already called the prospect who have requested me to email them some information and I am awaiting to hear back. So, your call would be a follow up call to see if we can make a face to face appointment.
However, the work is adhoc, some weeks I will probably only need someone to make a single call, and other weeks it will be a few.
Therefore right now I doubt there will be an hours worth of work immediately but this period will be great to see if we can work well together and I'm confident there'd be at least around 2-3 works of work per week from around end Feb 2017 should marketing all go to plan.
I am planning a significant marketing campaign using FB Ads in February though and I expect a lot more enquiries to come through. I am currently adding new video content onto the website which should all be ready by end of January.
I WOULD PREFER SOMEONE IN THE UK, IF YOU ARE OUTSIDE THE UK AND HAVE AN ACCENT, I WILL MOST LIKELY REJECT YOU, UNLESS YOUR REVIEWS ARE 98%+.
THIS IS BUSINESS TO CUSTOMER (B2C) CALLS BY THE WAY.
Mohammad U.
100% (41)Projects Completed
18
Freelancers worked with
14
Projects awarded
59%
Last project
7 Jan 2026
United Kingdom
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Hi Mohammad,
We're already connecting with investors so more than glad to assist - can you confirm, are you offering regulated or unregulated services?
Thanks in advance
JK
On behalf of Team Pro Crowd and The Investor CrowdMohammad U.05 Jan 2017Hi estate planning is unregulated but the financial advice will be regulated. I am regulated.
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Is this B2C or B2B?
Regards,
Carla.Mohammad U.04 Jan 2017B2C
279540279246
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