Outbound Sales Specialist (Appointment setter)

Job title: Outbound Sales Specialist (Appointment setter)

Job description: We’re Hiring!

Are you interested in working closely with me and my team as we help thousands of financial advisors across the globe transform their lives?

We are growing and if you join us now, you’ve got the opportunity to be in on the ground floor of

a hyper-growth company with a proven, incredible solution and with people who are known for

the great care we take with clients and employees alike. We believe in creating a better world by lifting others.

Specifically, I am looking for an experienced, results-oriented, and ambitious SALE team member that wants to earn top dollar and be a part of a movement to make this world a happier and more successful place.

We are growing and looking for the “next generation of SALES experts”

Read this Job Ad carefully (as it’s different from anything you see out there…we are different)

DO NOT APPLY if you are

• Have no experience with outbound sales (calls, emails, etc.)
• Can’t be on phone calls and computer for 6-8 hours every day (5-6 days per week)
• Are not comfortable looking at multiple systems and complex data sheets and CRM system
• Are not motivated to break your personal sales record
• You are looking for short term gigs (don’t waste our time)
• Not willing to learn the product you sale inside out
• If you don’t have a QUIET home environment to take phone sales call (no family background noise)
• If you are not willing to learn my sales process – I need the experience and intuition but someone who will follow my 1000+ call process
• If you are not genuine or likeable
• You don’t have discipline and routine in life and like to wing it each day

SALES MINDSET we are looking for

• understand the problems and desire of your prospects
• have emotional intelligence to deal with complex human behavior on sales calls
• use a proven sales process (prospecting -> sales call -> follow up -> close
• have intelligence to make a decision on 1 call close vs. Follow up call close (no pushy sales technique)
• demonstrate your product and show the prospect a clear picture of how it can change their world
• understand pipeline management and CRM data analytics
• Understand the modern sales buyer process with extreme use of data analysis

Our CUSTOMERS (who you’ll be selling to)

At , we focus on a very niche market of Financial and Insurance Advisors – these are

• highly professional individuals and financial practices (some works with ultra high networth individuals)
• from the age of 25 to 60 years of age,
• working in small to large companies
• providing complex financial planning to investment management solution
• make annual income from $50K to $750K per year or more
• Some are beginners with no to low income
• all over US and Canada

Why our CUSTOMER likes us

Here are the reasons – watch it here (www.Advisorlearn.com/reviews)

• We teach what we do – very genuine
• We have the best step by step system to generate clients for financial advisors
• We understand Investment, retirement planning, insurance, etc.
• We are crazy about business growth
• We love the power of man and machine – using technology with human led process
• We are data driven
• We understand the “Client Acquisition” journey (not just lead generation)
• We innovate, we support, we inspire, we help, we grow our customer
• We have changed lives for many of our clients – they are doing what they did not was possible
• We work very hard and uplift our customer

Our company MISSION

We are not in for money but to help “Financial Literacy” problem by partnering with Financial Advisors

• Help Financial Advisors get more clients fast using – social media, technology and psychology
• We use the power of man and machine to solve problems for financial advisors
• We want to become a training/coaching, consulting, services and software company in next 5 years and more after – we are evolving and need people to stick with us and not quit

JOB Description: Our PROVEN “Outbound” SALES process (what you’ll do every day)

We have personally Booked over 2500 calls, onboarded 300+ clients with this proven process.

This role is laser focused on “booking appointments” – goal is to book 100 – 200+ appointments each month

• Work on our LinkedIn outbound process – message to 15 min phone call to book meeting for our Sales Reps
• Work on our Email outbound process – message to 15 min phone call to book meeting for our Sales Reps
• Work on our Facebook outbound process – message to 15 min phone call to book meeting for our Sales Reps
• Work on our Cold Call outbound process – message to 15 min phone call to book meeting for our Sales Reps
• Work on our CRM lead segmentation to follow up and book with No shows, hot leads, etc.
• Call people using Skype/Zoom – have short call and book appointment
• Work between multiple systems and act “Fast”
• Update all tracking sheets (Google sheets), look at metrics and improve the process.
• Plan Campaign for next month for each channel
• Confirm booked appointments a day in advance – rebook if required to reduce no-shows

We have closed 26% in past 2.5 years, I am expecting the salesperson to close 30%+ and become a MASTER

We have the best product in this space (www.AdvisorAlgorithm.com) and selling is very easy if you follow the process.

You are (my IDEAL sales person)

The qualities I want

• Hungry but patience
• Great a making phone calls
• Loves sales and marketing
• Has passion about financial industry (this is the industry we are in)
• Has sales experience – ideally on phone sales
• Able to build trust on the phone
• Professional person that I can put in front of my client
• Problem solve – things go wrong every day but you fix it and move on
• Tech comfortable – laptop, google drive, zoom, cloud systems, remote team, slack, etc.
• Super disciplined – track all data
• Able to book 200+ appointments each month
• Master at CRM pipeline management
• Able to improve our sales process and closing ratios
• Someone I feel comfortable working with
• You must be wanting to work and grow long term – good things take time to build (I will be investing my time in you)

Education Requirement

• Bachelors or Masters Degree
• MBA preferred
• Computer Science degree preferred (we use a lot of data and complex IT systems and process in our sales)
• Financial Industry experience is a plus

Work Experience Requirement

• 5+ Years of outbound sales experience
• Experience in booking appointments
• Experience making outbound calls to book appointments
• Experience in CRM pipeline management – identifying hot leads to book appointments

Compensation

• Base Salary: $3000 per month
• Commission: $50 per booked appointment
• Bonus: $1000 to $2000 per month based on accelerator milestone
• Earning potential per year: $36K (base) + $60K to $120K commission + $10K Bonus – Total On target Earning (OTE): $96K to $160K+

Hiring Process

• Application via email
• Online Job Fit Survey
• 1st Interview (Zoom video)
• Online Test
• Reference Check + Past Sales Record validation
• In person Interview (for local candidates in Toronto, Ontario area)
• Live Job Test (2-3 real sales call)
• Team Interview (with other members of the team)
• Offer

Company: Core Funnels Inc

Expected salary: $3000 per month

Location: Canada

Job date: Sat, 26 Jun 2021 07:21:22 GMT