Hiring Company

Well-Spoken Caller wanted – Work From Home (Estate Planning Leads)

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
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About the role

I'm looking for a self-motivated, target-driven individual to contact leads for Legacy Protection Plans and Free Wills, on behalf of an independent financial planner.What you'll do:>Make outbound calls to cold prospects to introduce our Free Will and Legacy Protection Plan offering. Prospect list to call is provided. >Book qualified appointments/consultations for the adviser or consultant. >Update lead status and call outcomes on our CRM daily.Structure:>Commission-only. Uncapped earning potent…

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT CRM Well Spoken Caller Wanted remote

Likely questions

  1. Tell us about work you have done that is close to the Well-Spoken Caller wanted – Work From Home (Estate Planning Leads) role.
  2. How would you approach your first 30 days at Hiring Company?
  3. Which of CRM, Well and Spoken have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with CRM, Well and Spoken.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Well-Spoken Caller wanted – Work From Home (Estate Planning Leads) role because I can bring practical experience in CRM, Well and Spoken, learn the team quickly, and contribute to the outcomes Hiring Company needs from this hire.

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