Project Description

[Remote or Singapore-Based | Immediate Start] We’re looking for a results-driven telemarketer to call qualified financial planning leads — ranging from working professionals to high-net-worth individuals — and convert interest into booked appointments with our lead financial advisor.

🔍 Your Scope (Straightforward): Call warm leads → Follow script → Book confirmed appointment. No admin. No follow-up. No CRM updating.

💼 What You’ll Be Doing
• Call leads who’ve shown interest in:
• Life insurance
• Critical illness coverage
• Retirement & legacy planning
• Capital growth strategies (e.g. IUL)
• Follow a structured, proven script to:
• Qualify intent
• Pre-frame the value of meeting our advisor
• Set up Zoom/phone appointments
• Handle light objections and build interest in <60 seconds

✅ What We’re Looking For • Telemarketing experience required (insurance/financial services preferred)
• Confident, clear and friendly communicator
• Able to speak to both working-class and affluent leads
• Fluent in English (bonus: Mandarin/Malay/Tamil)
• Able to follow scripts naturally while sounding human

💰 Compensation
• Pay-per-qualified-appointment
• Bonus for high show-up rate or closed cases (optional)
• Weekly or bi-weekly payouts


🎯 What Success Looks Like
• 5–10 quality appointments booked per week
• High show-up and conversion rate
• Clients are pre-sold on the value of financial planning
• You save our advisors time by filtering out casual enquiries