Vendedor Bilingüe

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Job Title: Sales Appointment Setter

The Sales Appointment Setter will follow up on leads from our marketing campaigns (TV, Radio, Email) to schedule appointments for our advisory team. Responsibilities include contacting current and potential clients, increasing event participation, calling leads, qualifying them, and setting appointments. Success in this role requires a good understanding of the sales process and excellent interpersonal skills.

Our mission is to help clients achieve their financial goals through investment and wealth preservation strategies. Our dedicated team works together to reach our collective goals and vision.

Objectives:

Schedule meetings with clients and prospects.

Manage a pipeline of prospects using our CRM, reviewing leads daily.

Provide accurate information about our business model.

Ask qualifying questions to gather essential client information.

Use role-play opportunities to build confidence in the sales process.

Competencies:

Strong ability to handle common objections.

Understand and follow sales scripts.

Meet or exceed sales quotas.

Be comfortable with consistent follow-up and creative outreach methods (e.g., video messages, gifts).

Stay knowledgeable about our work and any changes.