About this role
Job Description 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).