I'm an established financial advisor looking for an appointment setter. You would assist in replying to requests for information by setting appointments for the advisor to meet with prospective clients in the clients' homes or through Zoom conferences.
Half of the calls will be to existing clients, attempting to schedule reviews of their existing products. The other calls would be to potential clients that attended in-person educational events, attempting to schedule one on one consultations.
You'd be provided names and numbers to call and would be paid an hourly rate for your services.
I would work out a schedule for your calling hours but, in general, it would be flexible. For the most part, calling to reach people is most effective in the early evening and Saturday mornings so some availability during those times is best.
You can call from your own home, from your own phone and you'd bill me for your hours every week.
Experience in appointment setting and/or customer service is a plus.
Please send me your resume with general weekly availability.