Client Outreach Pro - Lead Gen & Appointments (Part-Time)

ELEVATE; Singapore; On-site; SGD 14,000 - 21,000; Part time

Benefits offered by this job

Probationary rate

Post-probation rate

Incentives

Job summary

CO Wealth Advisory, a financial advisory team under AIA Financial Advisers, seeks a Client Outreach Associate. This flexible part-time role is ideal for students and fresh graduates, with no prior experience required and full training provided.

You will make outbound calls to prospective clients, engage prospects professionally, generate leads, arrange appointments, and follow up. You’ll maintain records, work toward targets, and gain exposure to the financial services industry.

Qualifications

• No prior experience required; training and scripts provided.

Responsibilities

• Make outbound calls to prospective clients.
• Engage prospects in professional conversations.
• Generate leads and arrange appointments for consultants.
• Follow up with interested prospects.
• Maintain accurate records of calls, leads and appointments.
• Work towards individual and team targets.

Skills

Outbound calling

Communication

Lead generation

Job description

CO Wealth Advisory, a financial advisory team under AIA Financial Advisers, seeks a Client Outreach Associate. This flexible part-time role is ideal for students and fresh graduates, with no prior experience required and full training provided.

You will make outbound calls to prospective clients, engage prospects professionally, generate leads, arrange appointments, and follow up. You’ll maintain records, work toward targets, and gain exposure to the financial services industry.