Descripción y detalle de las actividades
About Our Client
Our client is a fast-growing investment services firm focused on empowering individuals to take control of their financial future through smart, strategic opportunities. Their mission is to educate, connect, and inspire investors through personalized service and expert insights.
Position Summary
Our client is seeking a motivated and confident Outbound Call Specialist to join their sales and client acquisition team. In this role, you’ll be responsible for making outbound calls to prospective clients, introducing them to their services, and generating qualified leads for their investment consultants. This position is ~90% outbound calling, so a strong phone presence (in English), resilience, and the ability to thrive in a high-call-volume environment are essential.
Key Responsibilities
- Make 50+ outbound calls daily to warm and cold leads
- Initiate and manage conversations to identify potential client interest
- Qualify leads and schedule appointments for the sales team
- Accurately log call activity and client information in the CRM
- Follow proven scripts while adapting to the flow of conversation
- Meet or exceed individual and team performance metrics
- Collaborate with internal teams to continuously improve outreach efforts
What You’ll Gain
- Competitive base salary + performance bonuses (after trial period)
- Comprehensive training and mentorship
- Growth opportunities in a rapidly expanding company
- Supportive team culture focused on success and development
- The chance to positively impact other's financial futures
Experiência y requisitos
What We’re Looking For
- 1+ year of experience in outbound calling, telemarketing, or sales preferred but not required
- Conversational level of the English language
- Strong verbal communication and interpersonal skills
- Comfortable with high-volume outreach in a performance-based environment
- Self-motivated, persistent, and results-driven
- Basic understanding of finance or investing is a plus (not required)
- Familiarity with CRM systems (e.g., Salesforce, HubSpot) is preferred but not required
Beneficios
- bonos anuales
**Número de vacantes** 4
**Área** Atención a Clientes/Call Center/Telemarketing
**Contrato** Permanente
**Modalidad** Home office
**Turno** Diurno
**Jornada** Jornada completa
**Horario**
- Jornada completa
- Turno de 8 Horas
- Lunes a viernes
**Estudios** Carrera sin título
**Inglés**Hablado: Avanzado, Escrito: Avanzado
**Disponibilidad p. viajar** No