Financial Services Appointment Setter

$15-25 USD / hour

Closed

Posted 7 days ago

$15-25 USD / hour

I will hand you a pre-qualified leads list and need you to turn those names into booked meetings on my calendar. Your calls will focus on introducing Northwestern Mutual, briefly outlining the firm’s planning and insurance services, and then moving the prospect to a confirmed appointment—nothing more complex than that. Here’s how I picture the workflow: • I supply the leads list, a concise call script highlighting our background and core offerings, plus access to my online calendar. • You place the calls during standard U.S. business hours, note the outcome in a shared CRM or spreadsheet, and immediately lock in an open time slot when a prospect agrees. • At the end of each calling block I receive a simple summary showing number dialed, contacts reached, and appointments set so I can track progress. Basic phone etiquette, clear English, and a friendly yet professional tone are essential. If you have experience setting appointments for financial advisors or similar service businesses, that will help you hit the ground running. Deliverable: a steady flow of calendar-confirmed meetings generated from the provided list, with accurate call notes recorded for each contact.

Project ID: 40390935

About the project

9 proposals

Remote project

Active 2 days ago

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9 freelancers are bidding on average $20 USD/hour for this job

@jessicaejele14

Hi, I’m Jessica, I have over 5 years of professional experience in telemarketing, lead generation, and appointment setting, with a focus on clear communication, friendly professionalism, and accurate CRM documentation. My approach ensures that every call is handled with proper etiquette, prospects are engaged, and confirmed meetings are booked directly into your calendar. In past roles, I’ve worked with pre‑qualified lead lists, followed concise scripts to introduce services, and scheduled appointments for financial advisors and service businesses. I’m detail‑oriented, efficient, and committed to providing accurate call notes and progress summaries so you can track results seamlessly. Deliverables I can provide include: - Calendar‑confirmed meetings generated from your leads list - Accurate call notes recorded in CRM or spreadsheets - End‑of‑block summaries showing dials, contacts, and appointments set My expected hourly rate is $15 USD, reflecting my availability, communication skills, and proven appointment‑setting experience. I’m confident I can deliver a steady flow of qualified meetings that help grow your client base. Best regards, Jessica

$15 USD in 40 days

5.0

(3 reviews)

3.6

@tangramua

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Telemarketing, Sales, CRM, Customer Service, Sales Management, Lead Generation, Appointment Setting, Business Development and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.

$25 USD in 5 days