Financial Services appointment maker

  • Posted:
  • Proposals: 5
  • Remote
  • #44642
  • Expired
Emma V.Nick T.Hendrick Jan T.John H.Md Abdul M. have already sent a proposal.
  • 2


Experience Level: Intermediate
Ongoing project available for an appointment maker to work with an award winning Wealth Management Company. The primary aim of the role will be to make appointments with high net worth individuals on behalf of the Financial Advisors.

Skills and experience required: you must have 3 – 5 years previous telemarketing or telesales experience dealing with high net worth Clients/Individuals, a good telephone manner and tenacious approach. Accuracy is important and IT literacy is essential.

The position may suit someone with children of school age, a student or someone who enjoys the lifestyle balance of part time work.

This is not a call centre role, applicants must be able to work on their own initiative.

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