Appointment Setter

hace 2 meses

Málaga Málaga provincia, España Golf Growth Group A tiempo completo

**Job Title**: Appointment Setter - Wealth Management and Financial services.

**Location**: Malaga, Centro, Andalucia (Remote/Hybrid)

**Job Type**: Full-Time or Part-Time

**Company**: Fairway Wealth Partners

**Key Responsibilities**:

- **Outbound Calling**: Initiate outbound calls to potential clients to introduce wealth management services and set up appointments for consultants.
- **Lead Generation**: Work from provided lists, CRM systems, and client referrals to identify potential clients.
- **Appointment Scheduling**: Coordinate and manage the calendar of the wealth management consultant, ensuring timely follow-up with prospects.
- **Maintain CRM System**: Keep accurate records of interactions, call notes, and outcomes in the company’s CRM system.
- **Qualification of Leads**: Ask appropriate questions to pre-qualify prospects and ensure they meet the criteria for the consultant’s services.
- **Performance Reporting**: Provide daily or weekly reports on call activity, appointments set, and any challenges encountered.

**Key Requirements**:

- **Experience**: Previous experience in appointment setting, telemarketing, or customer service (preferably in the financial or wealth management sector).
- **Communication Skills**: Excellent verbal communication skills with a professional demeanor and strong listening abilities.
- **Sales-Driven**: Must be comfortable with cold calling, making outbound calls, and achieving daily/weekly appointment goals.
- **Organisational Skills**: Ability to multitask, manage time efficiently, and handle a busy calendar.
- **Discretion**: Ability to handle sensitive financial information with confidentiality and professionalism.
- **Self-Motivated**: Must be a self-starter who can work independently and in a team setting.

**Preferred Qualifications**:

- Familiarity with wealth management, financial services, or high-net-worth client bases.
- Strong sales background or experience in lead qualification and customer engagement.
- Experience using CRM tools like Salesforce, HubSpot, or similar.

**Compensation**:

- **Base Salary**: €2,000 pro-rata depending on hours
- **Performance Bonus**: OTE

Tipo de puesto: Jornada completa, Media jornada

Sueldo: A partir de 2.000,00€ al mes

Horas previstas: entre 20 y 40 a la semana

Beneficios:

- Flexibilidad horaria
- Teletrabajo opcional

Horario:

- De lunes a viernes

Requisito de idioma flexible:

- Español no requerido

Retribución complementaria:

- Plan de comisiones

Experiência:

- Tell Sales or Finance: 1 año (Deseable)

Idioma:

- English (Obligatorio)

Ubicación:

- 29006 Málaga (Deseable)

Ubicación del trabajo: Teletrabajo híbrido en 29006 Málaga

  • Appointment Setter

    hace 2 meses

    29006 Málaga, Málaga provincia, España Golf Growth Group A tiempo completo

    **Job Title: Appointment Setter / Sales Team Member** **Company**: The Golf Growth Group**Location**: Malaga Centre - Hybrid Opportunity Are you a motivated and organized professional with excellent communication skills? Do you have a knack for building relationships and generating sales opportunities? If so, The Golf Growth Group is offering an exciting...

  • Appointment Setter

    hace 4 semanas

    Málaga, Málaga, España Golf Growth Group A tiempo completo

    Job Title:Appointment Setter - Wealth Management and Financial ServicesJob Summary:We are seeking a highly motivated and professional Appointment Setter to join our wealth management consulting team. As an Appointment Setter, you will play a key role in generating new client appointments for our wealth management consultants, focusing on high-net-worth...

  • Appointment Setter

    hace 4 semanas

    Málaga, Málaga, España Golf Growth Group A tiempo completo

    Job Title:Appointment Setter - Wealth Management and Financial ServicesJob Summary:We are seeking a highly motivated and professional Appointment Setter to join our wealth management consulting team. As an Appointment Setter, you will play a key role in generating new client appointments for our wealth management consultants, focusing on high-net-worth...

  • Appointment Setter

    hace 4 semanas

    Málaga, Málaga, España Golf Growth Group A tiempo completo

    Job Title: Appointment SetterLocation: Malaga, Spain (Remote/Hybrid)Job Type: Full-Time or Part-TimeCompany: Golf Growth GroupJob Description:We are seeking a highly motivated and professional Appointment Setter to join our wealth management consulting team. The ideal candidate will play a key role in generating new client appointments for our wealth...

  • Appointment Setter

    hace 4 semanas

    Málaga, Málaga, España Golf Growth Group A tiempo completo

    Job Title: Appointment SetterLocation: Malaga, Spain (Remote/Hybrid)Job Type: Full-Time or Part-TimeCompany: Golf Growth GroupJob Description:We are seeking a highly motivated and professional Appointment Setter to join our wealth management consulting team. The ideal candidate will play a key role in generating new client appointments for our wealth...

  • Appointment Setter

    hace 2 meses

    Málaga, España Golf Growth Group A tiempo completo

    Job Title: Appointment Setter - Wealth Management and Financial Services.Location: Malaga, Centro, Andalucia (Remote/Hybrid)Job Type: Full-Time or Part-TimeCompany: Fairway Wealth PartnersJob Description: We are seeking a motivated and professional Appointment Setter to join our wealth management consulting team. The ideal candidate will play a key role in...

  • Appointment Setter

    hace 2 meses

    Málaga, España Golf Growth Group A tiempo completo

    Job Title: Appointment Setter - Wealth Management and Financial Services.Location: Malaga, Centro, Andalucia (Remote/Hybrid)Job Type: Full-Time or Part-TimeCompany: Fairway Wealth PartnersJob Description:We are seeking a motivated and professional Appointment Setter to join our wealth management consulting team. The ideal candidate will play a key role in...

  • Asistente de Marketing

    hace 3 semanas

    Málaga, Málaga, España Stroke114 Sl A tiempo completo

    Descripción del PuestoBuscamos a un profesional apasionado por el marketing y la creatividad para unirse a nuestro equipo en Stroke114 Sl. En este rol, serás responsable de apoyar y gestionar proyectos en el ámbito creativo, trabajando en estrecha colaboración con nuestro equipo multidisciplinario.Responsabilidades:Gestión de calendarios de producción...

  • Asistente de Marketing

    hace 3 semanas

    Málaga, Málaga, España Stroke114 A tiempo completo

    Buscamos un profesional apasionado por el mundo creativoEn Stroke114, estamos en busca de una persona con capacidad para apoyar y gestionar varios proyectos en el ámbito creativo. Si eres una persona versátil y con ganas de aprender, ¡este es tu oportunidad!Responsabilidades:Gestión de calendarios de producciónAppointment setter y atención a...