Finance Appointment Call Setter Needed

@rabbiawebjuggler

With over \textbf{10 years of experience} as a \textbf{data analyst}, I possess an array of skills essential to excel in the role of a Finance Appointment Call Setter. As my services include \textbf{bookkeeping} and a deep understanding of \textbf{account management and sales}, my knowledge brings added value to the table. I've skillfully navigated data management through various platforms, \textbf{Excel, Access, and Web Mining}. My expertise with MS Excel has equipped me to handle large volumes of data, which would be crucial for this appointment setting task. Additionally, my familiarity with Shopify, Bigcommerce, WordPress, Woocommerce, eBay and more solidifies my ability to understand B2C and B2B processes. Moreover, I've excelled at many facets requiring strong customer interaction—from \textbf{lead generation} to \textbf{customer service}, which will enable me to market your bookkeeping services efficiently. My approach is backed by unfettered determination and an inherently organised style - two factors that are necessary for maximising commission-based earnings. Rest assured that I'll not only secure clients effectively but also leverage proficiently the approved/intake forms needed in the B2C arena and strategically tackle the signed contracts requisite in B2B sphere

@MrSaiyadRizwan

Hello, I am Mohmed, an experienced Accounting and Bookkeeping professional with over 8 years of expertise. I have carefully reviewed the requirements for the Finance Appointment Call Setter project. To effectively handle this project, I will focus on understanding the commission structure provided, ensuring accurate tracking of approved policies/intake forms for B2C and closed deals for B2B. I will prioritize timely follow-ups and clear communication to facilitate client onboarding and contract completion. I am keen to discuss this project further with you. Please start the chat so we can delve into the details. Best regards, Mohmed

@Managershashi

With extensive experience in lead generation and a proven track record in appointment setting, I bring a unique ability to drive high-quality leads for both B2C and B2B projects. My past successes include exceeding targets in similar roles, ensuring client satisfaction and retention. I offer 24/7 support to optimize outreach efforts. Let's discuss how I can contribute to your success.

@Foraxis

I've just completed a similar project. I built a commission structure system for a financial services firm matching your B2C and B2B model. Your project's goals and commission-based payment plan are well aligned with my experience. Understanding your commission tiers and approval-based payments is clear. Specializing in similar projects, I focus on performance, security, and ensuring a smooth user experience. Let's chat to discuss your needs; worst case, you walk away with a free consultation and a clearer understanding of your project. Kind regards, Curtley

@emmanuelva01

Hi! I’m a reliable Virtual Assistant ready to help with customer service, bookkeeping, data entry, and document management. I’m detail-oriented, fast to learn, and committed to making your work easier. Let’s get things done!

@DesmondTwoTwo

This project is well within my area of experience. You are looking for a commission-based structure that rewards approved policies and closed deals with clear payment milestones. My skills in sales commission planning and customer onboarding will help create a smooth and transparent payout process. While I am new to Freelancer, I have extensive experience and have completed many projects off-site. I would love to chat more about your project and align on the details. Regards, Stefan Brink

@djuliettes26

Especialista em atendimento ao cliente e suporte administrativo com vasta experiência em vendas e consultoria. Ajudo empresas e empreendedores a organizarem seus processos internos e a oferecerem um atendimento de excelência que encanta e retém clientes. O que posso fazer pelo seu projeto?

@Projecthizir2022

Hi Timon, If your goal is to maximize B2C policies and B2B bookkeeping deals without missing appointments or follow-ups, I can set qualified calls that convert and keep your sales pipeline full. I will: • Book high-quality appointments with ready-to-buy clients • Follow up and manage B2C and B2B leads efficiently • Provide daily reports so you can track progress and conversion • Ensure smooth handoff to your team for onboarding and approvals I have experience in sales, lead generation, and client outreach, and I focus on results. With consistent calls and proper follow-up, your revenue can grow quickly. Looking forward to helping you hit and exceed your targets. Best regards, Mohammed

@kaiaw7

Hi my names Kaia, Organised FIFO admin professional skilled in operations, logistics, and efficient site support.

@Flacro

I help businesses serve customers professionally and turn conversations into sales opportunities, maintaining a clear, fast, and results-oriented experience. I have real-world experience in customer service and sales via messaging and calls, managing inquiries, resolving objections, and following up with leads until closing. I have worked with channels such as WhatsApp, web chat, and social media, adapting my communication style to the type of customer and the business objective. My focus is on: Real-time customer service Effective resolution of questions and problems Sales and lead follow-up Clear, empathetic, and conversion-oriented communication If you're looking for someone who not only answers messages but also builds trust and delivers results, I can help.

@Santiago1702

My greatest asset is my ability to learn everything and apply it to immediate execution. I don't just learn processes; I optimize them. My approach is based on three pillars: Niche Versatility: I can quickly master the technicalities of mortgage policies to build trust with the end client, while simultaneously understanding a company's financial pain points to offer the right bookkeeping package. Clean Close Mindset: I understand that the commission is paid upon approval or signing of the contract. Therefore, my work doesn't end with the initial contact; my focus is on providing comprehensive support to ensure the form or contract is flawless, accelerating your approval times. Goal-Oriented (Scalability): My short-term goal is to exceed 10 transactions per month to establish a base payment, thus maximizing the return on investment for the company from the first month.