Financial Services Appointment Setter

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  • Proposals: 2
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  • #15162
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John H.Sam C. have already sent a proposal.
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Experience Level: Entry
I am looking for an individual to contact a carefully selected group of 50 or so companies in the North West.

1. To gather data on whether the company has a PMI, Pension or Group Scheme.

2. To make an appointment for an IFA to visit to discuss the upcoming legislation changes affecting Pension Provision in 2012.

3. To gather information regarding the PMI scheme i.e renewal date, number of members etc and a best time for someone to call back.

Ideal candidate is someone with experience in financial services that has a basic knowledge of the products.

This is a test case of no more than 4 hours work,hence the currently low budget, regular work will follow in due course assuming the success of the test cases.

Please supply a CV with your bid for our consideration. Should you have any questions please ask.

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