
Closed
Posted
Paid on delivery
Hiring Sales Executive for Teamployer Financial Services Role Overview Your main job is to call customers, introduce our financial and loan services, and book appointments. You do not need to be a finance expert—we provide complete training! Job Details Core Objectives: Maintain a baseline of 2+ daily booked appointments and 5 weekly closures. What You Will Do Every Day Make Calls: Call individuals and business owners daily. Introduce Services: Talk to customers about our Life Insurance, healh insurance and Loan products. Understand Needs: Ask simple questions to see if they need help saving money or getting a loan. Book Appointments: Secure a minimum of 2 confirmed meetings daily for our senior team. Maintain Records: Keep a simple track of your daily calls and booked meetings in Excel/Sheet What We Are Looking For Good Communication: Clear, polite, and confident speaking skills. Result-Oriented: Focused on meeting the daily 2-appointment target. Basic Computer Skills: Comfort using Excel sheets and WhatsApp for work. Experience: 1 to 2 years in calling or sales (Freshers are welcome!). About Us We are Teamployer Recruitment & Financial Services, operating our business through two highly specialized divisions Teamployer Talent Solutions (Recruitment Division) ([login to view URL]): A premium boutique hiring agency focused on speed, commitment, and transparency for a select group of partners. Teamployer Financial Services (Financial Division): A specialized unit built to deliver bulletproof wealth management, corporate asset protection, and deeply customized, secure financial advisory strategies. This hiring is specifically for our Financial Services Division. Follow us on for latest job openings - [login to view URL]
Project ID: 40726262
8 proposals
Remote project
Active 6 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
8 freelancers are bidding on average ₹6,738 INR for this job

Hello, I am interested in this Sales Executive and Appointment Setting project. I have good communication skills and experience in handling customer calls, explaining insurance and loan services, and scheduling appointments. I am dedicated, hardworking, and ready to meet your daily appointment targets. Looking forward to working with you!
₹7,000 INR in 7 days
0.0
0.0

Hi there, Booking meetings is only half the job—booking qualified discovery calls with decision-makers who actually fit your ICP is what converts into revenue. I bring hands-on experience in cold outreach, objection handling, and CRM scheduling. Here is how I will manage your campaign: ICP & Qualification Alignment: Before dialing or messaging, I will align with your exact qualification criteria (company size, budget, pain points, and current tech stack). Multi-Touch Outreach: Executing structured follow-ups via phone/email to maximize reply rates from initial contacts. Seamless Calendar Management: Setting up direct calendar invites with comprehensive call notes, prospect background, and key pain points so your team enters every call prepared. Daily Reporting: Tracking dials, pick-up rates, positive responses, and scheduled meetings directly in your CRM or via daily summary sheets. I am available to start immediately. Let’s connect via chat to discuss your target audience and outbound tools!
₹7,000 INR in 7 days
0.0
0.0

?IF YOU'RE NOT HAPPY, YOU DON'T PAY.? Recently, we helped a financial services team achieve their appointment-setting goals by implementing effective communication strategies. I can assist you in securing daily appointments and meeting your sales targets efficiently. I noticed you need someone with good communication skills to introduce various financial products and book appointments seamlessly. I offer strong experience in sales and customer interaction. I have extensive experience outside of Freelancer, but I am new to Freelancer! Looking forward to contributing to your team's success. Regards, MORNE.
₹4,400 INR in 14 days
0.0
0.0

Hi There, This role is a strong match for my experience. I have 6+ years of experience in B2B sales, cold calling, lead qualification, appointment setting, follow-ups, and CRM/Google Sheets management. I’m comfortable speaking directly with prospects, understanding their needs through structured questions, introducing services clearly, handling initial objections, and moving genuinely interested prospects toward a confirmed appointment with the senior sales team. For Teamployer, I can follow your training and approved scripts for insurance and loan products, maintain accurate daily call/appointment records, follow up consistently, and focus on qualified meetings rather than simply increasing call volume. I understand the target of 2+ booked appointments per day and will work systematically toward it. Since final closures also depend on the senior team, prospect eligibility and the offer, I’d like to clarify how the 5 weekly closure target is measured for the appointment setter. Before starting, I’d also like to confirm the lead source, expected calling hours/volume, dialer provided, and payment structure. Ready to discuss and start after training.
₹7,500 INR in 30 days
0.0
0.0

Hi, I am interested in this appointment setting role. I have good communication skills and I am comfortable making calls. I am a quick learner and I am target-oriented. I can maintain daily records in Excel and WhatsApp. I am ready to start immediately and can book 2+ appointments daily. Please give me a chance to prove my skills.
₹7,000 INR in 7 days
0.0
0.0

With a solid background in telemarketing, I believe I am the right person to handle this role at Teamployer Financial Services. Over the years, I have refined my communication skills, ensuring that each call is clear, confident and engaging. These attributes are crucial when introducing and explaining complex subjects like financial services and loans. Moreover, my proficiency with Excel and other CRM tools will allow me to maintain accurate records of daily calls, appointments made, and even follow-ups as needed. Being result-oriented is one of my core qualities. Meeting and exceeding targets gives me a sense of fulfillment. I assure you that maintaining a baseline of 2+ daily booked appointments and 5 weekly closures will be a challenge I'll eagerly tackle. In addition to my experience, I bring an eagerness to learn something new every day. Though not a finance expert, take solace in knowing that I love embracing new skill sets and concepts. Quite frankly, joining Teamployer Financial Services feels like a natural move for me. Your commitment to bulletproof wealth management aligns perfectly to the meticulous disposition I employ in all my tasks. My primary focus will be on procuring meaningful appointments that directly benefit your clients while adhering to Teamployer's value system of transparency and speed which are sacrosanct here. Looking forward to an exciting venture together!
₹7,000 INR in 7 days
0.0
0.0

Hello , I'm Michael and I'm interested to be. I have been with the industry for a Decade now. Looking forward to work with you. I have been honing my communication skills through my 12-year-long career in customer service which I now intend to utilize for Teamployer Financial Services. Although my experience isn't directly in the financial sector, I believe that my customer-centric approach combined with the training you provide will allow me to excel at this role. Having spent a significant portion of my career in customer service, I am well-versed in understanding and addressing individual needs. This skill will enable me to converse with potential clients effectively, asking the right questions, and identifying their financial concerns. Additionally, my proficiency in executing administrative tasks using Excel/Sheets will ensure accurate record keeping on a day-to-day basis. Moreover, as an experienced professional, I understand the importance of meeting daily targets while performing under pressure. I am confident in producing not just a baseline of 2+ daily booked appointments and 5 weekly closures but far exceeding it. My confidence and resiliency are rooted deeply in my eagerness to help people and make a positive impact, a value that resonates strongly with Teamployer Financial Services' mission. Joining your team feels like an obvious next step for me and I appreciate your consideration of my application.
₹7,000 INR in 7 days
0.0
0.0

Gurgaon, India
Payment method verified
Member since May 5, 2026
₹12500-37500 INR
₹600-1500 INR
₹12500-37500 INR
₹37500-75000 INR
₹100-400 INR / hour
$30-250 USD
$8-15 USD / hour
$30-250 USD
$8-15 USD / hour
₹100-400 INR / hour
$30-250 USD
₹600-1500 INR
$250-750 USD
₹12500-37500 INR
₹12500-37500 INR
₹1500-12500 INR
$15-25 USD / hour
$10-30 USD
$15-25 USD / hour
₹12500-37500 INR
$750-1500 USD
₹12500-37500 INR
₹600-1500 INR
₹37500-75000 INR
$2-8 USD / hour