Appointment making for Pension Review
4625
£15/hr(approx. $19/hr)
- Posted:
- Proposals: 9
- Remote
- #87580
- Archived
Business Development Specialist, Telesales, Telemarketing, Lead Generation, Appointment Setting, Cold Calling, Sales, Business Support, B2B, B2C, Data Cleansing, Research, Customer Service, Admin
London
926961412830451618668688614506021054858938132339
Description
Experience Level: Intermediate
The client has supplied a database of 1,000 records of people who are in the target age range and have a pension. The telephone numbers are all mobile numbers.
1. Call person to review what pension arrangement they have and whether it has been reviewed recently
2. Qualify that the pension pot greater than £10k, if not terminate call
3. Qualify that the pension is NOT a final salary type, if so terminate call
4. If qualified, make an appointment for a pension expert to visit, between 9am and 8pm, Monday to Friday. State that a supervisor will call within 72 hours to confirm the appointment and check they are happy to proceed and the next contact will within 24 hours of the appointment to give the name of the fully qualified financial advisor.
We are allocating one 4 hour sessions a week to this project.
The aim of the project is to generate up to 25 appointments a month. The purpose of this three month trial is to ascertain how many appointments can be made and the optimum method of making them.
1. Call person to review what pension arrangement they have and whether it has been reviewed recently
2. Qualify that the pension pot greater than £10k, if not terminate call
3. Qualify that the pension is NOT a final salary type, if so terminate call
4. If qualified, make an appointment for a pension expert to visit, between 9am and 8pm, Monday to Friday. State that a supervisor will call within 72 hours to confirm the appointment and check they are happy to proceed and the next contact will within 24 hours of the appointment to give the name of the fully qualified financial advisor.
We are allocating one 4 hour sessions a week to this project.
The aim of the project is to generate up to 25 appointments a month. The purpose of this three month trial is to ascertain how many appointments can be made and the optimum method of making them.
Richard R.
100% (7)Projects Completed
24
Freelancers worked with
19
Projects awarded
55%
Last project
28 Feb 2015
United Kingdom
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