Find Jobs
Hire Freelancers

Appointment Setter for Financial Services Company

$8-15 USD / hour

In Progress
Posted over 8 years ago

$8-15 USD / hour

I am a financial advisor. I have cold, warm, and hot prospects that have attended my dinner seminars. I need these people chased down to set appointments to assess their financial standing and advise them; and if qualified, make them clients. In the interview, I will request that you to set an appointment with me, demonstrating your rapport building, sales and closing skills. Please only apply if you have demonstrable aggressive sales and closing skills. You also must have the diction, and be understandable. I have enclosed the Chaser Letter that went out to my dinner seminar clients. After you finish with the first list, I have a secondary waiting list of potential customers that need to be qualified to attend my next dinner seminar. My hope is that you have the softer empathy, and sophistication to capture the 'human connection', build rapport, and close on an appointment/qualify the prospect without angering, frustrating, or losing them. Finally, I will need for you to record your findings and the intelligence from your conversation into my customer relationship manager, SalesForce. You must be able to write understandable notes. For the right operator, this will be a fruitful and longterm gig. I would prefer an individual that has experience appointment setting for another financial advisor. Please write "bliss" in the subject or first paragraph. This will prove to me that you have read this completely. Talk about your experience in your reply. Thanks for reading this far. Very much looking forward to working with you! Tevis
Project ID: 9321109

About the project

7 proposals
Remote project
Active 8 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
Awarded to:
User Avatar
hey tevis, i changed hr but i see freelancers fee and is not letting me to Change it to at least 8.00 an hour. Nice talking to you today. Send me info when you can.
$8 USD in 20 days
0.0 (0 reviews)
0.0
0.0
7 freelancers are bidding on average $10 USD/hour for this job
User Avatar
"bliss" Hi Tevis, I am interested to learn more about this opportunity. How many hours a day? When do you want to start? Please advise. Thanks & Regards, Mahtab
$12 USD in 20 days
5.0 (130 reviews)
6.8
6.8
User Avatar
Hello, My name is Tanzila. I am good in Telemarketing: *Sales *B2B calling *Appointment Setting *Cold Calls Also I follow ups with my calls in the past who shows even just a bit interest with the offer. One of my advantage is that I used to record all the outcome of my calls using an excel or spreadsheet by Google and shared it with my client in order for them to see live update and can do comments right away and can do some changes asap in order for them not to waste more time and spend more money without getting anything. I am a quick learner and know how to make a smart strategy in order to achieve the results. Also I have accurate, fast keying skills and sound knowledge of computer applications. Proven ability to collect and manage information efficiently and accurately. Excellent written and verbal communication skills and a strong desire to work hard and perform well. If you provide me with an opportunity , i assure you that i won't let you down.
$8 USD in 3 days
4.7 (19 reviews)
5.1
5.1
User Avatar
Bliss Hello sir, We are expert in appointment setting campaign and we can help you in setting appointments. Votiko is a telemarketing company and we have team of expert telemarketers in selling / lead generation / appointment setting / customer support etc. At votiko, we have a professional, high performing and vibrant work force. Our values are integral to our success, and they are what differentiate us from the rest. Votiko provides the range of services: Outbound call Center Services The Outbound call center may be defined as the center that makes outbound calls either to the existing or potential customers on behalf of a company or a client. Our specialization in outboundprovides the best creative, dynamic and cost effective outbound call center solutions. - B2B & B2C Lead Generation Services - Telemarketing Services - Market Research & Surveys - Collection Services Inbound Call Center Services The center that is being dedicated to handle inbound calls or receives a number of calls from customers via phone is termed as Inbound Call Center. Our professional approach to provide the best inbound call center solutions for companies/organizations results in an increased revenue. - Inbound Sales Services - Interactive Voice Response (IVR Services) - Enquiry Handling Services - Help Desk & Technical Support Services Whichever you choose, we will do our best! Glad to meet you at Freelance. Votiko team
$8 USD in 3 days
5.0 (13 reviews)
4.2
4.2
User Avatar
Hello, hope you are doing well, I am here with good past experience of working on similar kind a projects(appointment setter). I have good communication skill and I believe I can get this done for you with 100% accuracy. I am hard working and efficient worker. Let's discuss to proceed further. Waiting for your prompt response. Thanks & Regards, Hiren.
$13 USD in 25 days
5.0 (10 reviews)
3.2
3.2
User Avatar
bliss Hi, I am running a call center in which i have 10-12 well trained agents having experience of appointment setting,lead generation,closing sales and all the things u need. We can give u interview whenever you want. We have agents who can work 8-9 hours per day . We can give you trail calls also and if we work together we will provide you all the recording of the calls which we will make and our charges will be $100 for 3 working days(9 hours a day).Our Phone Number is +17184879821
$12 USD in 3 days
3.7 (4 reviews)
2.7
2.7
User Avatar
I used to prepare my script by analysing various kind of scripts used by the succeed appointment setter and Experienced the positive result too. I feel this is my key skill to set appointment with Decision makers for the best conversion ratio.
$12 USD in 25 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Simi Valley, United States
0.0
0
Payment method verified
Member since Dec 1, 2015

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.