金融服务预约专员
Financial Services Appointment Setter
职责：
使用客户提供的联系人列表和批准的拨号系统进行外呼。
按照金融服务脚本进行沟通，保持专业、自然且口语化的交流风格。
询问潜在客户最后一次审查退休账户的时间，并传达进行财务审查的批准理由。
激发兴趣并识别适合与财务专业人士进行咨询的潜在客户。
自信、专业地处理基本异议，不显得过于强硬。
使用 Calendly 和可用的预约时段为符合条件的潜在客户安排 Zoom 咨询。
在 Excel 或 Google Sheets 中准确记录通话结果、潜在客户信息和后续细节。
在分配的两小时外呼时间段内保持持续的外呼活动。
按照适用的承包商协议中的服务要求、时间表、流程和交付成果执行工作。
要求：
需要有冷电话外呼经验，有预约设置经验者优先。
需要有使用自动拨号系统的经验；熟悉 2X 系统者优先，提供培训。
有金融服务、保险、按揭、银行或相关领域经验者优先。
英语口语能力强，达到母语或接近母语水平，沟通清晰专业。
能够根据脚本有效工作，同时保持对话的吸引力和自然性。
具备自信专业的电话沟通能力，拥有良好的人际交往和倾听技能。
能够与美国消费者沟通，并适应不同潜在客户的需求。
具备出色的异议处理能力，能够在不强硬的情况下保持坚持。
可靠、有条理、以业绩为导向，能够独立保持持续的活动量。
了解 Calendly 和 Excel 或 Google Sheets。
能够远程工作，并在规定的外呼时段内保持生产力。
福利：
具有竞争力的承包商薪资，每周支付。
兼职工作，每周约 10 小时。
周一至周五工作，每天 10:00 AM 至 4:00 PM PST 之间有固定的两小时外呼时段。
根据第一个月的表现，有机会增加合同工时。
免费培训和提升技能的机会。
在整个合作期间提供持续的支持和指导。
可加入支持性的专业社区
查看英文原文
Accountabilities:
Conduct outbound calls to prospects using client-provided contact lists and approved calling systems.
Follow financial-services scripts while maintaining a professional, natural, and conversational communication style.
Ask prospects about when they last reviewed their retirement accounts and communicate approved reasons for a potential financial review.
Generate interest and identify prospects who are appropriate for a consultation with a financial professional.
Handle basic objections confidently, professionally, and without being overly aggressive.
Schedule qualified prospects for Zoom consultations using Calendly and available appointment slots.
Record call outcomes, prospect information, and follow-up details accurately in Excel or Google Sheets.
Maintain consistent calling activity throughout assigned two-hour calling blocks.
Follow agreed service requirements, timelines, procedures, and deliverables under the applicable contractor engagement.
Requirements:
Previous cold-calling experience is required, with demonstrated experience in appointment setting.
Experience using power dialer systems is required; familiarity with 2X systems is an advantage, with training available.
Experience in financial services, insurance, mortgage, banking, or a related field is preferred.
Strong spoken English with a native or near-native level of fluency and clear, professional communication.
Ability to work effectively from scripts while keeping conversations engaging and natural.
Confident and professional telephone presence with strong interpersonal and listening skills.
Comfortable speaking with U.S.-based consumers and adapting communication to different prospects.
Strong objection-handling skills and the ability to remain persistent without being aggressive.
Reliable, organised, performance-driven, and able to maintain consistent activity independently.
Working knowledge of Calendly and Excel or Google Sheets.
Comfortable working remotely and maintaining productivity during defined calling periods.
Benefits:
Competitive contractor rates with weekly payments.
Part-time schedule of approximately 10 hours per week.
Monday-to-Friday schedule with consistent two-hour daily calling blocks between 10:00 AM and 4:00 PM PST.
Potential to increase contracted hours based on performance during the first month.
Free training and opportunities for upskilling.
Ongoing support and guidance throughout the engagement.
Access to a supportive professional community.
Opportunity to work remotely with international clients and gain experience supporting financial services operations.
Independent contractor arrangement with defined scopes of work and agreed deliverables.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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