Telemarketing to Professionals

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  • Proposals: 3
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  • #41534
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Vivien T.Andrew P.John H. have already sent a proposal.
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Experience Level: Intermediate
We are a Chartered financial planning firm based in Southampton and looking to expand our network of local referring professionals (typically accountants and solicitors).

We are looking for someone who is happy to compile a calling list of suitable firms local to us, call them, discover if they have existing relationships and if not arrange a phone/face-to-face meeting with one of our partners and we can take it from there.

We can give you a full briefing of the kind of firms we are looking to target and reasons they should speak to us. We believe many firms will be receptive to this.

At the least we would like results in terms of firms contacted, contact details, people within that firm we should speak to, whether they provide financial services in-house, have existing relationships or would be interested in developing a connection. Ideally you will also be able to arrange a time/date for us to meet/call the prospective connection.

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