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Phone Handling, Cold Calling, Customer care service




If you love talking with strangers on the phone and winning their trust to book an appointment, and you want to be a part of a small, international company with a big future, then this might be the perfect fit for you. This position will help you hone your phone skills, your soft sales skills, and give you experience with a very slick automatic phone dialer system and an advanced CRM. You will be working with a small entrepreneurial San Diego-based company making a difference in the lives of business owners in the financial services industry by working virtually with an international team, from your own home office.

You’ll be using a high quality, targeted list of financial advisors in a particular niche (which we’ll provide) and a phone dialer system we’ll provide to do outbound calls with the goal of setting appointments for our Founder and CEO to close. We’ll provide phone scripts and step by step instructions for a proven process to set appointments. This position will sharpen your sales skills and give you experience with cutting edge technology that’s very fun to use. It will also provide a way to make a difference in the lives of business owners and meet many new people by phone.

About You

* You love talking on the phone

* You love the thrill of the chase

* You love to persuade people and win them over in your conversations with them

* You love technology and using the latest and greatest tech tools to do your job more effectively and time-efficiently

* You do NOT thrive on being micromanaged and love to be given the freedom to excel in your job

* Being your own boss and helping a small, growing organization is a dream come true for you.

* You are open, direct, and straightforward

* You believe that honesty, awareness, and ownership are the direct routes to problem solving


* Experience in Phone Sales

* Experience with a CRM

* Quick study to adapt to new technology

* Self-starter

* System friendly, you’re someone who thrives on organized systems

* Goal oriented

* Enthusiastic, reliable and self sufficient.

* Even tempered / no ‘attitude’ / willing to help beyond a job description and do whatever it takes. You must be a flexible, “all purpose person”, willing to help with a variety of needs.

* Not afraid to fail and try new things in a dynamic, growth environment

* Highly organized and detail oriented

* clear sounding phone system (cell or landline ok)

* high speed internet

* current model computer

* consistently quiet environment to make calls

* fearless and friendly attitude

Your Nice To Have Skills (we can train you too!)

* A love for financial topics and business building

* Familiarity with Infusionsoft and PhoneBurner

The Details

* Position Purpose: To help our company gain new clients so we can impact more financial advisors’ lives while increasing revenue and profit.
You Report To: Founder of company

* Your Computer: You must have your own FAST computer (ideally NOT a Mac), reliable high speed Internet access and a mobile telephone with texting.

* Your Commitment: This is a 20/hr week contract position that can scale to more hours based on performance.

* Work location: Your home or office most of the time.

Click Here to Apply