Job Overview

You’ll be the crucial first point of contact that opens doors to life-changing financial conversations. As the front line of business development, you’ll conduct high-volume outbound calling to connect with potential clients who need financial planning services. This isn’t about pushy sales tactics – financial services are in high demand, and your role is simply to identify interested prospects and set the stage for meaningful consultations. You’ll work directly with a successful advisor who values your contribution to growing their practice.

Responsibilities:

• Conduct high-volume outbound cold calling to prospects at target organizations
• Use proven scripts to introduce services and gauge interest in financial planning
• Qualify leads and assess prospect needs for life insurance, disability, and investment services
• Handle initial objections and questions with a consultative, non-aggressive approach
• Schedule appointments and coordinate meeting confirmations via WhatsApp
• Maintain accurate call logs and prospect information
• Follow up with prospects as needed to secure commitments
• Work toward 1-2% conversion targets through consistent daily activity

Requirements:

• Strong communication skills and professional phone presence (non-negotiable)
• Cold calling experience in selling insurance or at least financial accounts 
• Previous sales and appointment setting experience required
• Natural, consultative approach – not pushy or overly aggressive
• Ability to handle rejection while maintaining positive attitude
• Reliable internet connection and quiet work environment
• English-speaking proficiency required
• Bonus if you have background in insurance or financial services
• It helps if you’re comfortable with high call volumes and numbers-driven work

Why Join This Team?:

• Work exclusively on cold leads while advisor handles all warm referrals
• Straightforward process in high-demand industry where prospects often say yes
• Direct impact on helping families secure their financial futures
• Flexible remote work with clear performance expectations
• Opportunity to learn financial services industry from successful practitioner
• Month-to-month arrangement with growth potential

Side Note

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.