Cold Calling - Simple script to gain an appointed call back for IFA

  • Posted:
  • Proposals: 3
  • Remote
  • #43413
  • Expired
Mrs Karen Y.Samantha P.Stephanie H. have already sent a proposal.
  • 1


Experience Level: Entry
You will be provided a list of names and numbers.

The aim is to gain an appropriate time where an Independant Financial Adviser will call the client to discuss having a meeting to review their investments.

The job is to ask one question, in short - have they had advice on investments in the past. Once gaining a concern getting them to accept a call to discuss further.

We would like to keep this as simple as possible to do, however you will need a very refined, friendly and caring voice to get a response. When you get a yes, it is then your role to get a time that is suitable for the client and we will make this call and aim to get the appointment.

We will reward good performance and have enough leads for a very long term relationship.

Due to the this refined approach, it will need dedication to continue on calling after getting a few no\'s and making sure you are fresh for every call, then documenting all calls.

You do not have to have financial services expeirence but you need to be comfortable asking a question and making an appointment time. Please make a bid and we can discuss.

New Proposal

Create an account now and send a proposal now to get this job.

Sign up

Clarification Board Ask a Question

    There are no clarification messages.