Industry: Financial Services / Advisory
Work Arrangement: Office / Hybrid
Job Overview
This role focuses on prospecting, appointment setting, and supporting revenue growth. You will work closely with advisors to drive consistent client acquisition.
Key Responsibilities
- Prospect and qualify potential clients
- Conduct outreach via calls, messages, and digital platforms
- Set appointments and manage follow-ups
- Maintain accurate prospect and pipeline tracking
- Support referral and partnership initiatives
- Assist with onboarding and client coordination
Requirements
- Minimum Diploma in Business, Finance, Marketing, or related field
- Strong communication and persuasion skills
- Comfortable with performance targets and follow-ups
- Professional and client-facing mindset
Preferred
- Experience in sales, telemarketing, or financial services
- Familiarity with CRM systems
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