Telecaller for Finance Leads

This campaign focuses on generating fresh B2C leads for our suite of personal financial services. I will provide you with a list of prospective phone numbers, a brief pitch deck, and the qualification parameters (income bracket, interest in loans or investments, and consent for a follow-up call). Your task is to connect with each contact, introduce the service in a friendly yet concise manner, and confirm whether they meet the qualification criteria.

Please log every interaction in the shared Google Sheet and keep detailed notes inside our cloud CRM so I can track progress in real time. A soft-sell approach works best; building trust during the first 60 seconds of the call is more important to me than an aggressive script. At the end of each day, upload call recordings and a quick summary of common objections so we can refine the pitch together.

Deliverables I will review:
• A daily spreadsheet of dialed numbers with status (interested, call-back, not interested).
• At least 20 qualified and verified leads per 100 calls.
• Complete call recordings stored in the designated folder.

Leads that do not meet the stated criteria or lack contact permission will not count toward the quota. Consistent accuracy in data entry and a courteous phone manner are essential for acceptance.