B2C Prospect Qualification via Phone/Text

This is part time work. I am a financial planner and I do public classes on retirement topics. I do about one or two classes a month with average attendance of 35 each time. I’ll supply monthly batches of consumer leads and a calendar link. Your job is to reach each prospect by phone first and, if they don’t pick up, follow-up with a friendly text. In every interaction you’ll aim to spark a short conversation, confirm real interest in our service and qualify them with a couple questions, and lock in a meeting slot for me. You will keep contacting them up to 50 times or until they say to stop. They have already had a 60 minute class with me.

Success is measured by the number of appointments booked and the clarity of your notes on each contact. Please return a simple call & text log alongside the scheduled meetings so I can keep my CRM up to date.

If you’re confident, personable on the phone, and comfortable switching smoothly between voice and SMS, let’s talk – I’m ready to start sending leads right away.