Financial Services Pre-Sales / Appointment Setting (from home)


 

---- Read the entire post, there is a very specific way to apply for this job ----

Seeking someone who is motivated, qualified, and equipped to do phone pre-sales/ appointment setting from home for our company.

We develop leads for our clients who are Financial Advisors that help seniors transition from market-based investments and into secure investments.

Experience in this field will be a HUGE benefit to you.

Basically, we have big lists of people looking for help with their retirement, we will train you with our system to reach them, then your job is to follow our process to connect with them, uncover their worries about retirement, qualify them, and pitch them on an appointment with one of our Retirement Advisors.

You do not have to close anything, simply establish their concerns, take good notes, make a personal connection and pave the way for the sales team to take the next steps with them.

Interested? Good, we want to hire 2 people ASAP for this position.

Must be available from 10am-8pm (Pacific), you will work two 3-4 hour shifts in this window with a few hours break in between.

If you have never sold anything over the phone this is probably not the job for you.

This job is hourly while you are in training, and then you can qualify for healthy bonuses based on performance.

If you can't BOTH follow a script AND enter into a natural conversation to engage them and lead them into scheduling an appointment, this is not the right fit for you

20-25 hours/ week to start, but if you are proficient, this can easily grow into 35-40 hours per week.

Please note, a big element of this is going to be learning a script and being able to make it "your own" so that you follow the flow of it and make it sound natural and engaging.

90% of good selling is listening, so you need to be able to connect with people over their concerns and guide them into an appointment with our advisors.

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Requirements:

This is a work-from-home contract position so you need to have:

  • A reliable computer
  • High-speed internet
  • Good spoken english skills
  • A headset (mic/headphones) that can plug into your computer

How to Apply:

Do not simply submit a resume here and do nothing else, those will be ignored.

To apply you must do BOTH:

1 - Submit Resume Here

2 - Call (855) 817-1926 and leave a voicemail.

  • Tell us your name, talk a little about your experience with sales (especially if you have worked in financial services for seniors), confirm you are available 10-8 Pacific, and let me know what time zone you are in. Then read me the script I will put below... (Be smart and take some time to practice it to make it sound natural)We will follow up with everyone who is accepted into the interview phase.

Thanks!

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Script:

...Great, thank you.

So based on everything you’ve shared with me I would highly recommend that you get the Secure Retirement Plan that goes along with your book.

Though the book is packed full of valuable information, if we just sent you the book it would be like trying to learn trigonometry on your own if you only knew basic math.

I think you would agree it would take much longer and be much more frustrating without someone there to help guide you.

That’s why we created our Secure Retirement Plan, so you can have a coach showing you how to take the information in the book and apply it to your specific situation.

81% of people we work with are at risk of losing up to half of their retirement income from things like Unidentified Market Risk, Improper Tax Planning, and Fees and Loads.

This program, in addition to the book, will help you identify and make a plan to fix any mistakes you’re making to ensure you don’t run out of money in retirement.

So let’s set up your 20 minute strategy call, after which your coach will send you the book along with instructions on how to best use it for your needs along with additional resources, and if they can help you further they’ll be happy to do so.

How does tomorrow or the day after look to schedule this coaching call?

Job Types: Full-time, Part-time, Contract

Pay: $25.00 - $35.00 per hour

Benefits:

  • Flexible schedule
  • Work from home

Experience level:

  • 2 years

Shift:

  • Day shift
  • Evening shift
  • Night shift

Supplemental pay types:

  • Bonus opportunities

Weekly day range:

  • Monday to Friday

Work setting:

  • Remote

COVID-19 considerations:
This is fully remote so no in-person contact

Work Location: Remote

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