This is a remote position.
We are looking for a Cold Caller / Lead Generation Specialist with a proven track record in financial services to join our team. This role is ideal for a skilled cold caller and appointment setter with experience reaching out to financial professionals such as CPAs, lawyers, insurance agencies, and financial advisors. The VA will use a provided list of leads to generate interest, set appointments, and support business growth.
Key Responsibilities:
Cold Calling & Lead Generation: Make outbound calls to CPAs, lawyers, insurance agencies, financial advisors, and other finance professionals to introduce services and generate leads.
Appointment Setting: Successfully schedule appointments with qualified leads, following up as needed to maximize conversion rates.
Engage Prospective Clients: Effectively communicate the value of services to engage prospective clients and build rapport.
Lead Management: Keep accurate and organized records of calls, lead status, and follow-up actions.
Reporting: Provide regular updates on call metrics, lead quality, and conversion rates to management.
Must-Haves:
Expert Cold Caller: Demonstrated success in cold calling, with strong persuasion skills.
Appointment Setting Skills: Experience in scheduling appointments with high-quality leads in the financial services sector.
Financial Services Background: Understanding of the finance industry, including key roles and terminology.
Excellent Communication Skills: Clear, professional, and effective communication skills for engaging finance professionals.
Self-Motivated: Ability to work independently, meet call targets, and manage time effectively.
Qualifications:
Previous experience in lead generation and cold calling in financial services.
Strong organizational skills to manage lead lists and follow-up activities.
Proficiency with CRM or lead management software (preferred but not required).
Skills Required
- Demonstrated success in cold calling and persuasion skills
- Experience scheduling appointments with high-quality leads in financial services
- Understanding of the finance industry, roles, and terminology
- Excellent, professional communication skills
- Self-motivated with ability to meet call targets and manage time
- Previous experience in lead generation and cold calling in financial services
- Strong organizational skills to manage lead lists and follow-up activities
- Proficiency with CRM or lead management software
What We Do
EasyHR Group provides affordable and trusted Human Resources, Health & Safety, Payroll, and Recruitment services specifically designed for small businesses and entrepreneurs in Canada. Their mission is to help Canadian small businesses navigate the complexities of HR and Occupational Health and Safety (OHS) requirements, allowing business owners to save time and focus on their core operational growth.
