*job title: sales appointment setter*
our mission is to help clients achieve their financial goals through investment and wealth preservation strategies. Our dedicated team works together to reach our collective goals and vision.
*objectives*:
- schedule meetings with clients and prospects.
- manage a pipeline of prospects using our crm, reviewing leads daily.
- provide accurate information about our business model.
- ask qualifying questions to gather essential client information.
- use role-play opportunities to build confidence in the sales process.
*competencies*:
- strong ability to handle common objections.
- understand and follow sales scripts.
- meet or exceed sales quotas.
- be comfortable with consistent follow-up and creative outreach methods (e.g., video messages, gifts).
- stay knowledgeable about our work and any changes.
Tipo de puesto: tiempo completo
sueldo: a partir de $15,000.00 al mes
escolaridad:
- bachillerato terminado (deseable)
lugar de trabajo: empleo presencial