• Appointment setting for financial services and retirement planning.
• Appt setting. We are a national recruiting firm for the financial service industry.
• Attract new business owners and existing business owners who are interested in growing their business, mananing the financial aspects of their business better and getting the utmost in tax planning. Also, promoting a seminar or open house.
• Call hospital and ambulatory surgery list provided and obtain chief financial officer and/or director of endoscopy names.
• Calling Realtors and financial planners on my email list to schedule brief consultations with a professional mortgage planner at either their office or ours. Telephone scipts will be provided.
• Calling existing insurance customers to probe for financial services needs.
• Comprehensive financial planning including accounting services, business valuations, and payroll.
• Contacting Hispanic / Latino / Women business's offering financial products and services i.e. Insurance individual group Health / Commercial / workmens Comp etc.
• Financial Plan review, seminar invitations.
• Financial Planning - investments; Life & Long term care insurance.
• Financial Planning appointments with senior citizens.
• Financial Services I need to have appointments set with prospects that have a need for my products.
• Financial advisor looking for a company to set appointments with prospects that want a financial plan and/or are interested in possibly moving their accounts.
• Generate phone or in person appointments for sales reps from provided warm lead lists. Currently we have over 600 independent sales reps across the US that are looking for assistance in setting appointments with Financial Prospects. We offer an accounts receivable managment product (collection services) to business of all sizes.
• Goal is to introduce businesses to our firm and our services (employee benefits brokerage, insurance, financial services). Appointments are to be set in the Metro Washington DC area - many town names / huge area / thousands of companies.
• I am a Cerfified Financial Planner and a CPA offering full range of financial planning.
• I am a Financial Advisor looking to get in front of businessowners or decision maker to talk about the company's Retirement Plan and other Employee Benefits.
• I am a financial advisor and I will fire an employee to call from a list to set up appointments or use a service to do this. I need to get in front of qualified prospects that are interested in meeting with a financial advisor.
• I am a financial advisor who sells insurance. I would like 2 people to generate leads, make calls and set appointments.
• I am a financial advisor with Smith Barney who is soliciting appointments with people who are interested in converting their 401K from a firm they are leaving into a self directed IRA.
• I am a financial advisor. I want appt's with companies that have retirement plans that are unhappy(401k)and want either a new advisor or are looking for a change in plans. Or, a company that has no Retirement plan and wants to start one.Thanks.
• I am an independent financial advisor. I own a firm that provides investments, corporate retirement plans, insurance services, financial and estate planning to name a few. Please let me know if you are able to assist due to my industry.
• I am an insurance agent/financial rep that needs to generate leads and set appointments.
• I am considering ading a telemarketing process to my marketing plan. We provide financial services to small and mid size businesses as well as individuals.
• I am interested in announcing a new web site service for the financial industry and would like to generate lists of financial professionals and have someone call them and tell them about the service. If they are interested, they can be directed to the site.
• I would like this campaign to set appointments for me; four to five appointments daily - five days per week. I own an investment management firm and sell financial planning/investment management services.
• Offering free report on "How to Recession Proof Your Portfolio". We are not a financial service company, we offer that free report and if people buy we mail them our package that teaches them how they can make money trading currencies (Forex).
• Our company was designed to help people out of financial troubles and get back on their feet. It is a loss mitigation company.
• Our objective is to help those in need, for a small, 1 time payment as opposed to others in the business charging seemingly endless percentage rates ; with little or no success in achieving the very goal they had saught out. Product: Financial empowerment.
• Outbound cold calling Catholic families to set up appointments on behalf of financial representative at Catholic Knights (Catholic Knights is non-profit fraternal organization that offers Life Insurance, Annuities, Mutual Funds and Estate Planning).
• Outbound offer to buyers of a financial "how to" or "learning system".
• Prospect mid-sized business to see if one of our financial planning representatives can meet to discuss better options, cost saving measures for existing employer sponsored 401(k) plans.
• Qualify leads and schedule appointments for financial advisory practice.
• Qualify people that are over 50 years of age. Own their own home and have 250,000 in investable assets to get them to attend a retirement and financial planning seminar.
• Schedule appointments for financial planning to small businesses.
• Schedule appointments from a list I provide of financial service prospects.
• Schedule appointments with Chief Financial Officers for the solicitation of 401k/profit sharing plans.
• Scheduling meetings with CPA Firms to discuss Financial and Risk Management Services.
• Set appointment in my office for financial/investment reviews and retirement planing.
• Set appointments for mortgage holders of residences or businesses. Product is a web based financial budget program that assists consumers in paying of mortgages early. Determine if they have good credit and prequalify with basic information about their loan.
• Setting appointments for a financial planner.
• Small not profit start up providing faith based domestic disaster relief and financial advising services.
• The primary purpose of this campaign would be to qualify insurance clients. We would be running several campaigns concerning different aspects of financial services.
• To contact primary purchasers of brand related market research in the financial services industry and get them to take a 10 minute survey.
• To find people interested in working with a financial advisor who aren't pleased with their current advisor or would like to work with one and haven't in the past.
• To generate leads in the financial services industry. Leadinf to setting appts and meeting with new clients.
• To schedule appointments to small and med size business for financial consulting (cost savings solutions).
• Appointment setting for financial services and retirement planning.
• Appt setting. We are a national recruiting firm for the financial service industry.
• Attract new business owners and existing business owners who are interested in growing their business, mananing the financial aspects of their business better and getting the utmost in tax planning. Also, promoting a seminar or open house.
• CPA Practice, client needing accounting, tax, and financial planning services.
• Call hospital and ambulatory surgery list provided and obtain chief financial officer and/or director of endoscopy names.
• Calling Realtors and financial planners on my email list to schedule brief consultations with a professional mortgage planner at either their office or ours. Telephone scipts will be provided.
• Calling existing insurance customers to probe for financial services needs.
• Comprehensive financial planning including accounting services, business valuations, and payroll.
• Contacting Hispanic / Latino / Women business's offering financial products and services i.e. Insurance individual group Health / Commercial / workmens Comp etc.
• Financial Plan review, seminar invitations.
• Financial Planning - investments; Life & Long term care insurance.
• Financial Planning appointments with senior citizens.
• Financial Services I need to have appointments set with prospects that have a need for my products.
• Financial advisor looking for a company to set appointments with prospects that want a financial plan and/or are interested in possibly moving their accounts.
• Generate phone or in person appointments for sales reps from provided warm lead lists. Currently we have over 600 independent sales reps across the US that are looking for assistance in setting appointments with Financial Prospects. We offer an accounts receivable managment product (collection services) to business of all sizes.
• Goal is to introduce businesses to our firm and our services (employee benefits brokerage, insurance, financial services). Appointments are to be set in the Metro Washington DC area - many town names / huge area / thousands of companies.
• I am a Cerfified Financial Planner and a CPA offering full range of financial planning.
• I am a Financial Advisor looking to get in front of businessowners or decision maker to talk about the company's Retirement Plan and other Employee Benefits.
• I am a financial advisor and I will fire an employee to call from a list to set up appointments or use a service to do this. I need to get in front of qualified prospects that are interested in meeting with a financial advisor.
• I am a financial advisor who sells insurance. I would like 2 people to generate leads, make calls and set appointments.
• I am a financial advisor with Smith Barney who is soliciting appointments with people who are interested in converting their 401K from a firm they are leaving into a self directed IRA.
• I am a financial advisor. I want appt's with companies that have retirement plans that are unhappy(401k)and want either a new advisor or are looking for a change in plans. Or, a company that has no Retirement plan and wants to start one.Thanks.
• I am an independent financial advisor. I own a firm that provides investments, corporate retirement plans, insurance services, financial and estate planning to name a few. Please let me know if you are able to assist due to my industry.
• I am an insurance agent/financial rep that needs to generate leads and set appointments.
• I am considering ading a telemarketing process to my marketing plan. We provide financial services to small and mid size businesses as well as individuals.
• I am interested in announcing a new web site service for the financial industry and would like to generate lists of financial professionals and have someone call them and tell them about the service. If they are interested, they can be directed to the site.
• I would like this campaign to set appointments for me; four to five appointments daily - five days per week. I own an investment management firm and sell financial planning/investment management services.
• Offering free report on "How to Recession Proof Your Portfolio". We are not a financial service company, we offer that free report and if people buy we mail them our package that teaches them how they can make money trading currencies (Forex).
• Our company was designed to help people out of financial troubles and get back on their feet. It is a loss mitigation company.
• Our objective is to help those in need, for a small, 1 time payment as opposed to others in the business charging seemingly endless percentage rates ; with little or no success in achieving the very goal they had saught out. Product: Financial empowerment.
• Outbound cold calling Catholic families to set up appointments on behalf of financial representative at Catholic Knights (Catholic Knights is non-profit fraternal organization that offers Life Insurance, Annuities, Mutual Funds and Estate Planning).
• Outbound offer to buyers of a financial "how to" or "learning system".
• Prospect mid-sized business to see if one of our financial planning representatives can meet to discuss better options, cost saving measures for existing employer sponsored 401(k) plans.
• Qualify leads and schedule appointments for financial advisory practice.
• Qualify people that are over 50 years of age. Own their own home and have 250,000 in investable assets to get them to attend a retirement and financial planning seminar.
• Schedule appointments for financial planning to small businesses.
• Schedule appointments from a list I provide of financial service prospects.
• Schedule appointments with Chief Financial Officers for the solicitation of 401k/profit sharing plans.
• Scheduling meetings with CPA Firms to discuss Financial and Risk Management Services.
• Set appointment in my office for financial/investment reviews and retirement planing.
• Set appointments for mortgage holders of residences or businesses. Product is a web based financial budget program that assists consumers in paying of mortgages early. Determine if they have good credit and prequalify with basic information about their loan.
• Setting appointments for a financial planner.
• Small not profit start up providing faith based domestic disaster relief and financial advising services.
• The primary purpose of this campaign would be to qualify insurance clients. We would be running several campaigns concerning different aspects of financial services.
• To contact primary purchasers of brand related market research in the financial services industry and get them to take a 10 minute survey.
• To find people interested in working with a financial advisor who aren't pleased with their current advisor or would like to work with one and haven't in the past.
• To generate leads in the financial services industry. Leadinf to setting appts and meeting with new clients.
• To schedule appointments to small and med size business for financial consulting (cost savings solutions).