Client Acquisition Specialist

6 days ago


Winnipeg, Manitoba, Canada National Bank Full time
Job Description

We are seeking a motivated and enthusiastic Telemarketer to join our Wealth Management team at National Bank.

In this role, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors.

You will be instrumental in expanding our client base and supporting our growth initiatives.

Key Responsibilities:
  • Conduct high-quality outbound calls to potential clients to introduce our wealth management services and assess their financial needs.
  • Identify and qualify leads based on predefined criteria and maintain accurate records in our CRM system.
  • Schedule appointments for our financial advisors with qualified prospects, ensuring all relevant information is communicated clearly.
  • Follow a structured script while maintaining a personable approach to engage prospects and handle objections effectively.
  • Stay informed about industry trends and market conditions to effectively communicate the benefits of our services.
  • Provide regular feedback and reports on call outcomes, lead quality, and appointment metrics to the management team.
Qualifications:
  • A high school diploma or vocational diploma.
  • Strong verbal communication skills.
  • The ability to work in a team.
  • Courteousness.

We offer a competitive salary of approximately $60,000 per year, depending on experience. Benefits include health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.



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