Cold Caller-Financial Services

About Us:

At LexJes Design & Consulting
, we specialize in connecting clients with the right financial solutions. We are currently seeking a motivated
Cold Caller
to help our Financial Advisor expand their client base, mainly selling
PPS
and
Sanlam
products.

Role Overview:

As a Cold Caller, your main responsibility is to generate appointments for our Financial Advisor
. You will reach out to prospective clients, introduce our financial services, and schedule meetings. Most of your target audience will be
graduates and working professionals
.

Key Responsibilities:

• Conduct outbound cold calls to prospective clients

• Introduce our financial services and explain benefits

• Schedule appointments for the Financial Advisor

• Follow up on leads to maximize appointment bookings

• Maintain accurate records of calls and appointments

Compensation:

• Commission-ba...