Finance Lead Gen Specialist: Cold Calling & Appointments

Easy Outsource; Poland; Remote; PLN 25,000 - 35,000; Full time

Job summary

A financial services firm in Poland is looking for a Cold Caller / Lead Generation Specialist. The ideal candidate will have a proven track record in financial services, effective communication skills, and experience in cold calling and appointment setting. Responsibilities include making outbound calls to various finance professionals, scheduling appointments, and managing lead lists. If you're self-motivated and skilled in engaging clients, we encourage you to apply.

Qualifications

• Demonstrated success in cold calling with strong persuasion skills.
• Experience in scheduling appointments with high-quality leads.
• Understanding of the finance industry, including key roles and terminology.

Responsibilities

• Make outbound calls to CPAs, lawyers, insurance agencies, and financial advisors.
• Successfully schedule appointments with qualified leads.
• Effectively communicate the value of services to engage prospective clients.
• Keep accurate records of calls, lead status, and follow-up actions.
• Provide regular updates on call metrics to management.

Skills

Cold Calling

Appointment Setting

Communication Skills

Self-Motivated

Tools

CRM Software

Job description

A financial services firm in Poland is looking for a Cold Caller / Lead Generation Specialist. The ideal candidate will have a proven track record in financial services, effective communication skills, and experience in cold calling and appointment setting. Responsibilities include making outbound calls to various finance professionals, scheduling appointments, and managing lead lists. If you're self-motivated and skilled in engaging clients, we encourage you to apply.