Job Description
Are you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you Position: Prospect Telemarketing Location: London Employment Type: Full-time Salary: Competitive base performance bonus At Clearwater Wealth Management, we offer expert guidance to help clients achieve their financial goals while providing peace of mind for the future. Backed by the reputable St. James's Place Group, our services are delivered with a commitment to quality, professionalism, and expertise across all areas of wealth management. We pride ourselves on building strong, trusted, and long-lasting relationships with our clients. Our financial services are personalised to give you confidence and clarity in managing your financial affairs. Position Overview: We are looking for an enthusiastic and driven individual to join our calling team. In this role, you will be responsible for contacting qualified inbound leads, introducing them to our services, and setting appointments for our financial advisors. This position is ideal for someone who excels in communication and interpersonal skills with the ability to build rapport quickly. Key Responsibilities: Make outbound calls to a targeted list of potential clients to generate interest in our wealth management services. Effectively communicate the benefits of our services and how we can help prospects achieve their financial goals. Schedule initial appointments for our financial advisors. Maintain detailed records of all interactions in our CRM system, tracking progress and outcomes. Meet weekly and monthly targets for calls and kept appointments. Qualifications: Previous experience in a call centre, sales, or telemarketing role is beneficial but not essential. Strong communication and interpersonal skills, with the ability to build rapport quickly. A basic understanding of financial products and services is an advantage. Highly motivated, with a strong work ethic and goal-oriented mindset. Ability to handle rejection while maintaining a positive attitude. Self-starter who can work independently and thrive in a team environment. What we offer: Training and development: Comprehensive training to ensure success in your role, with opportunities for ongoing learning. Career advancement: Clear paths for progression within the company based on performance, including the potential to train as a financial adviser for the right candidates. Supportive culture: Be part of a passionate and collaborative team focused on client success. Competitive compensation: Base salary with performance-based bonuses. How to Apply: If you’re a persuasive communicator with a passion for finance and a drive to succeed, we want to hear from you. Please submit your resume and a brief cover letter explaining why you’re a good fit for this role. Apply now