Investment Advisory Sales Calling

The task is to run a fully-remote, outbound calling campaign aimed at turning individual investors into paying subscribers of our investment advisory service. All calls will focus on closing sales rather than simply setting appointments or gathering data, so persuasive telephone skills and a clear grasp of stock-market terminology are essential.

You will receive prospect data, a concise pitch deck, and basic objection-handling notes. Using your own computer, headset, and a quiet workspace, you will:

• Place calls during agreed time blocks that suit Indian market hours
• Walk prospects through the benefits and pricing of the advisory plan
• Capture every outcome in the shared CRM, noting interested, follow-up, or converted statuses
• Submit an end-of-day call log and brief voice notes on hot leads so I can trigger onboarding quickly

Success is measured by confirmed subscriptions, not dials. Familiarity with common dialers, Google Sheets, or any lightweight CRM will help you move fast, but I am open to whichever tools keep your workflow smooth as long as data is updated in real time.

If you enjoy closing deals in the stock market space and can demonstrate previous sales results over the phone, this campaign should feel straightforward.