
Appointment Setter for an IFA
4955
£8/hr(approx. $10/hr)
- Posted:
- Proposals: 2
- Remote
- #128335
- Archived
Description
Experience Level: Entry
We are looking to build a relationship with a professional Telemarketer, who can make quality appointments for our Independent Financial Advice Practice.
The Data will come from a number of sources:
Purchased Data from reputable data companies;
Our links with local Businesses;
Our own internal data from our existing customer base
It is a mix of both Business and Consumer clients.
We will be looking to provide a pension, investment and protection review, the initial meeting will be free to the client, with a report provided.
Your role will be a mix of data cleansing and appointment setting. As some of the data is to consumers, the optimum time for calling is usually between 6.00pm and 8.00pm, Mon to Thurs. If you are to bid, then you would be required to work occasionally between these hours.
As I said earlier, we are looking to build a long term relationship, and it is important that we have someone who not only has integrity, and pride in their work, but also is reliable. You are responsible for your own costs, and we will provide data on an excel spreadsheet that you would return to us with comments.
The initial bid is for a sample of 6 hours, and will be a mix of data for you to assess. This will give us both an indication of whether there is scope for a longer contract.
The Data will come from a number of sources:
Purchased Data from reputable data companies;
Our links with local Businesses;
Our own internal data from our existing customer base
It is a mix of both Business and Consumer clients.
We will be looking to provide a pension, investment and protection review, the initial meeting will be free to the client, with a report provided.
Your role will be a mix of data cleansing and appointment setting. As some of the data is to consumers, the optimum time for calling is usually between 6.00pm and 8.00pm, Mon to Thurs. If you are to bid, then you would be required to work occasionally between these hours.
As I said earlier, we are looking to build a long term relationship, and it is important that we have someone who not only has integrity, and pride in their work, but also is reliable. You are responsible for your own costs, and we will provide data on an excel spreadsheet that you would return to us with comments.
The initial bid is for a sample of 6 hours, and will be a mix of data for you to assess. This will give us both an indication of whether there is scope for a longer contract.
Sean J.
100% (6)Projects Completed
6
Freelancers worked with
5
Projects awarded
15%
Last project
23 Apr 2024
United Kingdom
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