Professional Appointment maker

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  • Proposals 3
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  • #6838
  • Archived
Susan M.Mandy I.Charles F. have already sent a proposal.
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Description

Experience Level: Intermediate
I am a fully qualified and experienced Independent Financial Adviser based in the West of Scotland and looking for an extremely competent individual to make and pre-qualify meetings with individuals and B2b key decision makers to conduct a financial review.

At present I am spending too much time on prospecting and arranging calls rather than meeting with clients and therefore need some help to take some of the burden away from me.

I am a sole trader so my budget is limited but I am happy to agree either a set fee per qualified appointment or a %age split of business produced. There may be an element of research involved as I am looking to target higher net worth individuals but this can be discussed and agreed.

I have fallen into the trap of buying appointments previously which have been of very poor quality so I am looking for a more professional approach and a person who values time management rather than simply filling a diary with poor calls.

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