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Posted 8 days ago
Requirements and responsibilities
- Making phone calls to warm incoming leads only.
- Completing and verifying lead information.
- Validating customer details and eligibility.
- Coordinating and scheduling meetings with financial companies.
- Appointment setting only — no direct sales required.
- Transferring qualified leads and scheduled appointments to the sales team.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)