Job Description
Company Description
Finberty employs a scientific approach to assist financial advisors in building teams, generating leads, and engaging customers. Our methods are research-driven and specifically designed to optimize and improve the efficiency of financial advisory services. We aim to transform how advisors connect with clients and grow their practices.
Role Description
This is a contract and fully remote role for a Cold Caller. The Cold Caller will be responsible for reaching out to potential clients via phone, introducing Finberty's services, identifying client needs, and setting appointments for follow-up communication with sales representatives. Additional responsibilities include maintaining accurate records of calls and developing strong communication strategies to engage prospective clients.
Qualifications
- Strong communication, active listening, and interpersonal skills
- Proven ability to conduct cold calls and maintain a prof...