We are seeking a motivated and enthusiastic Telemarketer to join our Wealth Management team. In this role, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors.
You will be instrumental in expanding our client base and supporting our growth initiatives.
Key Responsibilities :
- Outbound Calls : Conduct high-quality outbound calls to potential clients to introduce our wealth management services and assess their financial needs.
- Lead Generation : Identify and qualify leads based on predefined criteria and maintain accurate records in our CRM system.
- Appointment Scheduling : Schedule appointments for our financial advisors with qualified prospects, ensuring all relevant information is communicated clearly.
- Script Adherence : Follow a structured script while maintaining a personable approach to engage prospects and handle objections effectively.
- Market Research : Stay informed about industry trends and market conditions to effectively communicate the benefits of our services.
- Reporting : Provide regular feedback and reports on call outcomes, lead quality, and appointment metrics to the management team.
Qualifications :
- High school diploma or vocational diploma
- Strong verbal communication skills
- Ability to work in a team
- Courteous
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas.
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
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We are seeking a motivated and enthusiastic Telemarketer to join our Wealth Management team.In this role, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors.You will be instrumental in expanding our clien...
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