Financial Brokerage Sales Caller
1 day ago
Job Description
We are hiring a Sales Caller / Lead Generation Specialist with prior financial brokerage experience to contact leads, qualify prospects, and schedule appointments for licensed financial brokers.
This role requires hands-on experience in a financial brokerage environment. Candidates without financial brokerage experience will not be considered.
Key Responsibilities
Make outbound calls to warm and cold leads for financial products/services
Qualify prospects based on financial needs and eligibility
Schedule appointments for licensed financial brokers
Clearly and compliantly present brokerage offerings
Maintain accurate lead records and call notes in CRM
Follow all financial sales compliance and disclosure requirements
Meet daily call volume and conversion targets
Requirements
Mandatory: Previous experience in a financial brokerage (stocks, forex, crypto, commodities, or investment services)
Proven outbound sales or lead generation experience
Strong communication and persuasion skills
Familiarity with financial sales compliance standards
Experience using CRM and dialer systems
Ability to professionally handle objections
Preferred Qualifications
Appointment-setting or inside sales experience
Knowledge of financial instruments and trading platforms
Compensation
- Competitive base pay + performance-based commissions
(Details discussed during interview)
Job Types: Full-time, Permanent
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