Part-Time Caller

JOB DESCRIPTION:

• Michigan Financial Companies is seeking a part-time Caller; someone that is getting back into the workforce or looking to have a flexible part time income that fits well with their schedule. We are a premier financial advisor firm for high-net worth individuals.
• The right candidate will be comfortable on the phone, have zero issues engaging people in friendly conversation, and should be very self-motivated. Additional opportunities in the office exist for the right candidate and someone who is looking for additional hours and duties. Great experience and a track available for a new financial planner.

JOB DETAILS & RESPONSIBILITIES:

• Part-time position with varying hours per week, M-F only
• Develop and maintain new business leads through cold-calling, emails, and proactive follow-ups using company call scripts
• Follow-up on marketing leads
• Expand business opportunities from the company’s existing client base
• Research within the target markets for new opportunities
• Documenting notes from calls and company research
• Utilize CRM (Pipedrive) to document all efforts

DESIRED SKILLS & EXPERIENCE:

• Results driven
• Persistence
• Time management
• Excellent telephone skills
• Customer service
• Motivation for sales
• Handles rejection
• Professionalism

REQUIREMENTS:

• 2 years of sales / marketing and cold-calling experience
• Past achievement in new and expanded client business generation
• Demonstrated ability to actively manage multiple tasks
• Must be a goal-oriented, persuasive, self-motivated, independent worker, and enthusiastic on the phone
• Must be able to work well under pressure and be efficient in meeting an assigned number of calls per day
• Knowledge of the financial service industry is a plus
• Knowledge of using a CRM is a plus

Job Type:

• Part-time

Salary:

• $17.00 - $22.00 per hour

Job Type: Part-time

Pay: $17.00 - $22.00 per hour

Expected hours: 20 per week

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person