We are a financial planning firm operating in downtown Toronto. Our unique differentiator is serving affluent business owners and presenting creative ideas of mitigating tax, growing their wealth and enhancing their estate.
We serve the growing and mature businesses in the scope of financial and estate planning. We implement an educational and collaborative approach by engaging clients to safeguard from certain life events: disability, illness, divorce, partnership dissolution, the sale of business and bankruptcy by using insurance solutions.
We are looking to hire a strategic partner to manage our outbound marketing/prospecting campaign, reaching business owners and executives with the objective of securing a consultation meeting. The work-load is currently part-time, potential to become full-time.
Generate leads/contacts from internal and external sources
Identifying decision makers, qualifying prospects, establishing interest, creating value, and setting appointments for our wealth and estate planning team.
3-5 years in Business to Business (B2B) sales
Proven sales track record in B2B appointment setting
Possess excellent communication/people skills / organizational skills / cold calling and strong sales aptitude
Self-motivated and results oriented
Excellent communication skills
Fast independent learner and highly motivated
Ability to build rapport with clients