LinkedIn Outreach Specialist – Financial Services

Job Highlights:Contract type: Independent ContractorSchedule: 20h per week - (flexible scheduling available), Monday: 9am - 5pm est, Tuesday 9am-5pm est and Thursday 9am-5pm est (this is just a template - most of the work with a flexible schedule once the person is trained and ready to work independently).Client Time zone: EDTClient OverviewJoin a thriving retirement planning business that helps individuals secure their financial future through personalized advisory services. This growing company operates at the forefront of financial services, using innovative LinkedIn marketing strategies to connect with prospects who need guidance on retirement planning. You’ll be working with a dynamic husband-and-wife team who are passionate about helping people achieve financial security and peace of mind in their golden years.Job DescriptionThis is an exciting opportunity to be the first point of contact for prospective clients seeking retirement planning guidance. You’ll play a crucial role in building relationships and trust through professional LinkedIn messaging, using your communication skills to connect people with life-changing financial advisory services. Starting with comprehensive training and scripted responses, you’ll have the potential to grow into expanded responsibilities including phone interactions as you develop within the role. Your efforts will directly impact people’s financial futures while working in a supportive, growth-oriented environment.ResponsibilitiesEngage with prospective retirement planning clients through LinkedIn messaging using provided scripts and training materialsBuild trust and establish meaningful relationships with prospects through professional, authentic communicationSchedule 15-minute consultation calls between qualified prospects and experienced financial advisorsHandle initial objections and answer basic questions while guiding prospects toward booking appointmentsMaintain the highest standards of brand integrity and professional communication in all client interactionsParticipate in ongoing training sessions to master company processes and refine response techniquesTrack and manage prospect interactions efficiently through the LinkedIn platformFocus prospects on appointment booking rather than detailed financial discussionsRequirementsExceptional English language skills with clear, professional written communication abilitiesProven experience in customer service, sales, or client-facing rolesBackground in social media engagement, particularly LinkedIn platform experienceAppointment setting experience strongly preferredNatural ability to build rapport and establish trust through written communicationComfortable working with provided scripts while maintaining authentic, personalized interactionsReliable internet connection and proven ability to work independently in a remote environmentFlexibility to work part-time or full-time schedules based on business needsBenefitsIndependent Contractor Perks:Permanent Work from HomeImmediate HiringSteady Freelance JobPlease note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.ZR_26671_JOB