Setter/in (m/w/d)
Core
First point of contact for interested parents, conducting introductory phone calls to explain the investment concept and schedule consultations with financial experts.
Role type
inbound sales setter / appointment setter
Builds
client appointments for financial advisors
Domain
financial services / family wealth management
Deliverable
client delivery
Required skills
empathetic communication, persuasive speaking, structured documentation, process improvement
Preferred skills
customer service, sales, call center experience
Responsibilities
conduct introductory phone calls with interested parents, qualify inquiries, schedule consultations with financial experts, document conversations, collaborate with the advisory team, suggest process improvements
Seniority
Individual Contributor