Career Opportunities | Zoobla Financial

B2B Appointment Setter

Number of Positions: 2

Location: Newmarket, Ontario

Salary: Performance Based

Hours: Full Time or as agreed upon

The Position

• Excite local business owners (realtors, insurance agents, dentists, salons, restaurants, ETC) about the opportunity for insurance, benefit, and investments opportunities
• Qualify and take notes regarding potential client interest, for a Advisor to follow up
• Handle customer questions
• Follow do-not-call procedures
• Responsible for achieving weekly/monthly sales quotas
• Attend meetings and training sessions as directed by management
• Complete daily and weekly sales reporting using assigned tools

*Other duties as assigned

Qualifications and Education

• Strong presentation and verbal communication skills with the ability to “sell the appointment”
• Able to quickly build a rapport with business owners
• Positive attitude with high energy level
• Resilient and tenacious
• A self-starter who is adaptable
• Intermediate computer skills with knowledge of MS Office or Google Suite, the ability to navigate the internet (bookmark web pages, send and receive emails, perform Google searches)
• Previous experience preferred
• Knowledge of the Insurance Industry an asset

Preferred Skills

• Proactive
• Communicate in a Clear, Direct, and Prompt Manner
• Friendly but Direct, Factual, and Persuasive
• Good Listener
• Excellent on the Phone
• Very organized, working in a streamlined manner