Spanish Bilingual Appointment Setter in Best Office Staff

Remote (Mexico) | Junior | Full time | Sales

Gross salary $1000 - 1400 USD/month

2 applications

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Requires applying in Spanish

Best Office Staff is an innovative company in the financial services sector, dedicated to providing exceptional customer experiences. We specialize in connecting clients with financial advisors and consulting services that best meet their individual needs. Our team plays a crucial role in facilitating appointments that enable financial professionals to help clients navigate their financial goals effectively.

Join us as we work towards helping clients make informed decisions about their finances while offering a supportive and dynamic work environment.

Key Responsibilities:

Make outbound calls to potential clients and follow up on leads.
Schedule appointments for financial advisors, sales teams, or consultants.
Manage and update client databases and CRM systems.
Provide information on financial products and services while ensuring compliance with industry regulations.
Answer client inquiries and assist with pre-qualification.
Maintain a professional and customer-friendly approach during all interactions.
Work collaboratively with the sales and marketing teams to optimize lead generation.
Meet and exceed weekly/monthly appointment-setting targets.

Requirements:

Bilingual proficiency in Spanish and English (written and verbal).
Previous experience in appointment setting, sales, or customer service within the financial industry.
Strong understanding of financial products, such as insurance, investments, or banking services.
Excellent phone etiquette and interpersonal skills.
Experience using CRM software (e.g., Salesforce, HubSpot, or similar).
Ability to work independently in a remote environment.
Strong organizational and time-management skills.
High-speed internet and a reliable home office setup.

Preferred Qualifications:

Prior experience working with financial advisors, mortgage brokers, or insurance agents.
Knowledge of compliance and regulatory requirements in the financial sector.
Proven track record of meeting or exceeding sales or appointment-setting targets.

Benefits Offered:

At Best Office Staff, we value our employees and offer a range of benefits designed to support your personal and professional growth. Employees can benefit from flexible working hours, opportunities for performance-based incentives, and potential career advancement within a growing company. Join our friendly team and contribute to meaningful work that makes a difference!

Remote work policy

Locally remote only

Position is 100% remote, but candidates must reside in Mexico.

About Best Office Staff

We are seeking a highly motivated and detail-oriented Spanish Bilingual Appointment Setter with a background in the financial industry. The ideal candidate will be responsible for contacting potential clients, scheduling appointments. — Best Office Staff's full profile