Job Description
**Job Title: Sales Appointment Setter**
Our mission is to help clients achieve their financial goals through investment and wealth preservation strategies. Our dedicated team works together to reach our collective goals and vision.
**Objectives**:
- Schedule meetings with clients and prospects.
- Manage a pipeline of prospects using our CRM, reviewing leads daily.
- Provide accurate information about our business model.
- Ask qualifying questions to gather essential client information.
- Use role-play opportunities to build confidence in the sales process.
**Competencies**:
- Strong ability to handle common objections.
- Understand and follow sales scripts.
- Meet or exceed sales quotas.
- Be comfortable with consistent follow-up and creative outreach methods (e.g., video messages, gifts).
- Stay knowledgeable about our work and any changes.
Tipo de puesto: Tiempo completo
Sueldo: A partir de $15,000.00 al mes
Escolaridad:
- Bachillera...
Our mission is to help clients achieve their financial goals through investment and wealth preservation strategies. Our dedicated team works together to reach our collective goals and vision.
**Objectives**:
- Schedule meetings with clients and prospects.
- Manage a pipeline of prospects using our CRM, reviewing leads daily.
- Provide accurate information about our business model.
- Ask qualifying questions to gather essential client information.
- Use role-play opportunities to build confidence in the sales process.
**Competencies**:
- Strong ability to handle common objections.
- Understand and follow sales scripts.
- Meet or exceed sales quotas.
- Be comfortable with consistent follow-up and creative outreach methods (e.g., video messages, gifts).
- Stay knowledgeable about our work and any changes.
Tipo de puesto: Tiempo completo
Sueldo: A partir de $15,000.00 al mes
Escolaridad:
- Bachillera...
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