Retirement Lead Appointment Setter

Job ID: 38773683

Budget: $15 – $25 USD

I'm a financial planner seeking assistance in reaching out to potential retirement clients sourced from social media. Your task will be to call these leads from my CRM and schedule consultation appointments.

Key Responsibilities:
- Conduct calls in a friendly and conversational manner
- Gather preferred consultation times during the call
- Schedule appointments using Google Calendar

Ideal Skills:
- Proficient in phone communication with a warm, friendly demeanor
- Experience in sales or lead conversion
- Familiarity with Google Calendar and CRM software