Cold Caller / Lead Generation Specialist

This is a remote position.

We are looking for aCold Caller / Lead Generation Specialistwith a proven track record in financial services to join our team. This role is ideal for a skilled cold caller and appointment setter with experience reaching out to financial professionals such as CPAs, lawyers, insurance agencies, and financial advisors. The VA will use a provided list of leads to generate interest, set appointments, and support business growth.

Key Responsibilities:

• Cold Calling & Lead Generation:Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.

• Appointment Setting:Successfully schedule appointments with qualified leads, following up as needed to maximize conversion rates.

• Engage Prospective Clients:Effectively communicate the value of services to engage prospective clients and build rapport.

• Lead Management:Keep accurate and organized records of calls, lead status, and follow-up actions.

• Reporting:Provide regular updates on call metrics, lead quality, and conversion rates to management.

Must-Haves:

• Expert Cold Caller:Demonstrated success in cold calling, with strong persuasion skills.

• Appointment Setting Skills:Experience in scheduling appointments with high-quality leads in the financial services sector.

• Financial Services Background:Understanding of the finance industry, including key roles and terminology.

• Excellent Communication Skills:Clear, professional, and effective communication skills for engaging finance professionals.

• Self-Motivated:Ability to work independently, meet call targets, and manage time effectively.

Qualifications:

• Previous experience in lead generation and cold calling in financial services.

• Strong organizational skills to manage lead lists and follow-up activities.

• Proficiency with CRM or lead management software (preferred but not required).