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
#J-18808-Ljbffr