Experience Level: Intermediate
The business is within the financial services sector. We regularly market to our existing client bank of approx 1100 clients. we send out regular mailings and now hope to follow up with a personal telephone call to check with clients if we canm be of any immediate assistance. I am a one man band IFA (Independent Financial Adviser) so discretion and sensitivity paramount. A rate per hour can be agreed and/or some sort of performance incentive built in for either sppointments set or other business achieved as a result of the follow up call. Previous experience within financial services is a big help
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