Telefonischer Kundenbetreuer B2B (m/w/d)
Core
First point of contact for prospects and potential partners to identify collaboration potential and schedule qualified appointments for company consultants.
Role type
B2B sales setter / appointment setter
Builds
Qualified sales appointments for financial advisory consultants
Domain
Financial services / B2B sales
Deliverable
client delivery
Required skills
telephone communication, B2B experience, trust-building, needs analysis, CRM documentation, professional representation
Preferred skills
B2B experience, self-motivation, structured work style
Responsibilities
Conduct initial conversations with prospects, identify collaboration potential, schedule qualified appointments, coordinate and prepare appointments, document conversations and customer data in CRM, represent the company professionally, pass opportunities to the advisory team