Easy Outsource
Easy Outsource is a North-American based organization specializing in outsourcing solutions to help businesses access a larger pool of talent while reducing operational costs. They offer a variety of services, including virtual assistance, website design, finance and accounting, recruitment, digital marketing, and graphic design. Their focus is on providing businesses with cost-effective strategies to enhance productivity and concentration on core functions, facilitated by a local account manager to ensure quality and accountability in the outsourcing process.
outsourcing • offshore • virtual assitant • business develpment
Cold Caller - Lead Generation Specialist
July 11, 2024
Easy Outsource
Easy Outsource is a North-American based organization specializing in outsourcing solutions to help businesses access a larger pool of talent while reducing operational costs. They offer a variety of services, including virtual assistance, website design, finance and accounting, recruitment, digital marketing, and graphic design. Their focus is on providing businesses with cost-effective strategies to enhance productivity and concentration on core functions, facilitated by a local account manager to ensure quality and accountability in the outsourcing process.
outsourcing • offshore • virtual assitant • business develpment
📋 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. • 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.
🎯 Requirements
• 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).
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