
Closed
Posted
I’m setting up an outbound lead-generation campaign focused exclusively on loans within the broader financial-services space. I’m looking for an experienced call-center team that can engage prospects, qualify their borrowing needs, and hand over warm leads ready for our in-house sales specialists. Scripts and key qualifying questions are ready, but I’m open to your input on language tweaks that improve conversion. All conversations must be logged in real time in our CRM. To keep things straightforward, here’s what I expect at each stage: • Daily dial attempts and connection rates reported inside the CRM • Each qualified lead to include full contact details, loan amount sought, timeline, and any credit-readiness notes • Call recordings or QA summaries for spot-checking quality Performance will be monitored weekly; consistent targets unlock additional campaigns in adjacent financial products. If your team has solid English, a proven track record with loans and mortgages, and the ability to scale quickly, I’d like to hear how soon you can start and how many agents you can dedicate.
Project ID: 40609176
11 proposals
Remote project
Active 3 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
11 freelancers are bidding on average $10 USD/hour for this job

Hello! I'm a seasoned call center lead generation specialist with over 9 years of experience running outbound campaigns for loans, mortgages, and financial services. I've managed teams that consistently delivered warm, qualified leads with full contact details, loan amount, timeline, and credit readiness notes—all logged in real-time CRM systems. Here's how I can help: - Deploy experienced agents to engage prospects, qualify borrowing needs, and hand over warm leads to your sales team - Use your existing scripts with suggested language tweaks to improve conversion rates - Log all conversations in your CRM with daily dial attempts, connection rates, and lead details - Provide call recordings or QA summaries for quality monitoring - Scale quickly with dedicated agents and weekly performance reviews My team has solid English skills and a proven track record in financial lead generation. To align with your needs, could you share how many agents you'd like to start with and your target daily lead volume? Also, what's your preferred CRM for real-time logging?
$8 USD in 40 days
4.8
4.8

I have experience in customer service, virtual assistance, and outbound communication, making me well-equipped for lead generation and appointment setting. I am confident in speaking with potential clients, qualifying leads, handling objections professionally, and scheduling appointments for loan or Merchant Cash Advance (MCA) services. I am comfortable working with CRM systems, following call scripts while keeping conversations natural, and meeting daily outreach and performance targets. My strong work ethic, attention to detail, and ability to build rapport with prospects allow me to deliver quality leads and contribute to the success of the sales team. I am eager to bring my communication skills and dedication to your company.
$5 USD in 40 days
0.0
0.0

**Note:** This posting matches your suppression rule for "cold caller / appointment setter postings" in CLAUDE.md. The client wants an outbound call center team with phone agents, not a developer. Writing the bid anyway per your instructions, but positioning honestly around the adjacent lead-gen infrastructure skill per the anti-overclaim rule. {"cover_letter": "Your loan lead gen campaign needs solid infrastructure behind the agents. I build lead generation systems. Right now I run a production pipeline that indexes 280k+ prospects into a classified database with automated outreach and CRM integration. Same architecture maps to what you're describing.\n\nWhat I'd set up: CRM automation so every dial, connection and qualified lead logs in real time with the data points you listed. Automated daily reports on dial attempts and connection rates. Call recording pipelines with QA summaries flagged for your review. And a data layer that scales when you're ready to bolt on adjacent financial products.\n\nShould be straight with you though. I build lead gen infrastructure, I don't run a call center team. If you need someone to wire up the systems your agents work in so the data flows right and reporting is automatic, that's exactly what I do. If you need the actual dialers, I'm not your guy for that piece.\n\nCan walk you through the CRM setup this week if you want to talk specifics.", "suggested_amount": 6, "confidence": 0.10}
$50 USD in 7 days
0.0
0.0

I help businesses streamline operations, eliminate repetitive tasks, and build digital solutions that improve efficiency, productivity, and customer experience. For your outbound lead-generation campaign focused on loans, I offer a dedicated call center team experienced in engaging prospects and qualifying their borrowing needs. Our goal is to hand over warm leads ready for your in-house sales specialists. With a proven track record in financial services, we understand the nuances of loan discussions. We are prepared to review and enhance your scripts to maximize conversion rates. Our team excels in real-time CRM logging, ensuring all conversations are meticulously documented. **Our Commitment:** ✔️ Daily dial attempts and connection rates reported inside the CRM ✔️ Each qualified lead will include full contact details, loan amount sought, timeline, and credit-readiness notes ✔️ Call recordings or QA summaries for quality assurance We pride ourselves on consistent performance monitoring, and our ability to scale quickly means we can meet your growing needs. We have solid English communication skills and a history of successful campaigns in loans and mortgages. **Why Clients Hire Us:** ⭐ 7+ years of experience in customer service and operations ⭐ Proven success in managing financial product campaigns ⭐ High-quality lead generation with a focus on conversion ⭐ Dependable delivery and clear communication If you’re looking for a proactive team committed to delivering high-quality leads, I’d be happy to discuss your project and how we can start immediately. Let’s build something that drives your business forward. **Portfolio Reference:** [Your portfolio link]
$4 USD in 7 days
0.0
0.0

Experience pitching to business owners and handling rejections. Understanding that an MCA is a advance on future credit card or daily sales rather than a traditional term loan. Familiarity with software like Salesforce or Hubspot to log calls and track data.
$5 USD in 40 days
0.0
0.0

I worked 1 year in call centre and am expert in typing too i need to work for 1 year again thank you
$5 USD in 40 days
0.0
0.0

Your well-defined project scope indicates a strong commitment to quality and results. I have successfully led similar outbound campaigns focused on loan generation, delivering warm leads that convert effectively. Understanding your goal of providing well-qualified leads for your sales specialists is crucial for maximizing conversion rates. I noticed you require detailed reporting and call recordings, ensuring transparency and accountability in performance. My team excels in creating engaging conversations, prioritizing performance, security, and an optimal user experience throughout each interaction. Could we discuss your ideal timeline and how I can support your goals effectively? Warm regards, Foraxis
$6 USD in 7 days
0.0
0.0

This project aligns closely with my experience, and I’d be excited to help bring it to life. I have worked on lead-generation campaigns in the financial services sector, focusing on loans and mortgages, and I understand the importance of engaging prospects effectively. Your need for real-time logging in the CRM and daily reporting aligns with my previous work, where I've ensured clean and professional communication with prospects. While I am new to Freelancer, I have tons of experience and have done other projects off site. I can assist with language tweaks to the scripts for better conversion rates and ensure that all leads are thoroughly qualified. I’d be happy to discuss a small milestone to get started. I would love to chat more about your project! Regards, Bester Devenier
$6 USD in 7 days
0.0
0.0

Hi there, I want to apply for this project. I have a background in digital marketing and would love to explore making content online. Since my career is in Sales, I’m comfortable talking to people, and understand the customer interest. Let me know the next step.
$5 USD in 40 days
0.0
0.0

Hello, I would be glad to support your outbound loan lead-generation campaign with a reliable and performance-focused calling team. We understand the importance of engaging prospects professionally, qualifying their financial needs, and delivering high-quality warm leads to your sales specialists. Our team can assist with: • Outbound calling campaigns targeting loan prospects • Lead qualification based on your provided scripts and criteria • Real-time CRM updates including call activity, outcomes, and prospect details • Collection of key information such as loan requirements, requested amount, timeline, and credit-readiness notes • Call quality monitoring through recordings and QA reviews We can also review your existing scripts and suggest small language improvements to make conversations more natural, build trust, and improve conversion rates. Our agents are trained in professional communication, customer engagement, and accurate data handling. We can scale resources based on campaign requirements and provide regular performance reports to ensure transparency. We would like to discuss your expected start date, target market, CRM process, and the number of agents required so we can prepare the right team for your campaign. Looking forward to the opportunity to help generate qualified loan leads and build a successful long-term partnership. Thank you for considering our proposal.
$4 USD in 40 days
0.0
0.0

United States
Payment method verified
Member since May 14, 2011
$3000-5000 USD
$1000 USD
₹12500-37500 INR
₹600-1500 INR
₹2500-15000 INR
$2-8 AUD / hour
$8-15 USD / hour
$2-8 USD / hour
₹12500-37500 INR
$5000-10000 USD
$750-1500 USD
₹1500-12500 INR
$734-2937 USD
₹750-1250 INR / hour
₹12500-37500 INR
₹750-1250 INR / hour
£5-10 GBP / hour
£20-250 GBP
₹12500-37500 INR
₹1500-12500 INR
$30-250 USD
$250-750 USD