Convert Finance Leads to Calls

Job ID: 40395535

Budget: $15 – $25 USD

I’m looking for a Experienced, confident caller who can turn my cold finance-sector prospects—specifically federal employees—into booked Virtual meeting consultations. You’ll work from a proven script, contact list, scheduling link, and full CRM access that my team supplies. Your goal on every call is to confirm the prospect’s willingness to complete a Federal Retirement Benefits Review, qualify them quickly, and drop the appointment straight into my calendar.

Day to day you’ll:
• Meet the agreed-upon call quota.
• Secure confirmed consultation slots and enter them in real time.
• Log concise, accurate notes in the CRM after each conversation.

Native-level spoken English, a friendly but persuasive phone manner, and reliable follow-up habits are essential. After the first week I’ll review performance; if we’re both satisfied, this will roll into an ongoing engagement.