Job Description

I am a financial advisor at Equitable Advisors , looking for a motivated Cold Caller / Appointment Setter to help me connect with potential clients and schedule appointments. If you have strong communication skills and enjoy talking to people, this could be a great fit!

Responsibilities:

• Make outbound calls to prospective clients using a provided script.
• Introduce our financial services and qualify leads.
• Schedule appointments for financial consultations.
• Maintain accurate call records and update CRM.

Requirements:

• Previous experience in cold calling, sales, or telemarketing is a plus.
• Prior financial knowledge is a plus but not required.
• Excellent communication and persuasion skills.
• Self-motivated, goal-oriented, and comfortable handling objections.
• Availability to work [insert desired hours].

Compensation & Benefits:

• $20 - $25 per hour , based on experience.
• Training provided.
• Opportunity to gain experience in the financial industry.

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