
Client Acquisition Representative
3 days ago
We are seeking highly skilled professionals to fill the position of Outbound Calling Specialist.
This role plays a crucial part in supporting Canadian financial professionals expand their client base and enhance their market presence through strategic outbound calling and online digital strategies.
Key Responsibilities:
- Identify potential leads for various financial services including life insurance, property and casualty, home and auto insurance, and mortgage services via Outbound Calling and Online Digital Strategies.
- Conduct thorough research to understand Canadian financial markets and identify customer needs and trends.
- Develop and maintain a strong online presence for clients through strategic digital marketing efforts.
- Engage with potential leads through professional communication channels ensuring a positive representation of our clients.
- Record and maintain accurate lead information in CRM systems ensuring data integrity and confidentiality.
- Implement effective follow-up strategies to nurture leads through the sales pipeline.
- Track and report on lead generation and brand management activities and outcomes.
Qualifications:
- Bachelor's degree in Marketing, Business Administration or related field is required.
- Experience in lead generation, digital marketing, or brand management is an asset.
- Strong understanding of the financial services industry, with an emphasis on Canadian markets is necessary.
- Excellent written and verbal communication skills in English are essential.
- Proficient in digital marketing tools and CRM software.
- Able to work independently and as part of a global remote team.
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