
Process Engagement Specialist
2 days ago
We are seeking a highly skilled Process Associate to proactively call prospective clients, engage in meaningful conversations with high net worth individuals, and communicate the value of our premium products.
Key Responsibilities:
- Proactively call prospective clients from provided leads and directories
- Engage in professional conversations with clients
- Clearly communicate the value of our products
- Qualify potential leads and schedule appointments/meetings for our Sales Team
- Maintain and update call records, feedback, and follow-ups using CRM tools
- Handle client queries and route complex concerns appropriately
Required Skills:
- Excellent command of English – verbal and written
- A pleasing personality with outstanding telephone etiquette
- Strong interpersonal and persuasive skills
- Prior experience in tele calling, customer support, or sales coordination is an advantage
- Comfort in speaking with clients confidently and professionally
- Ability to work independently, stay organized, and meet appointment targets
Benefits:
- Competitive compensation package
- Ongoing training and development opportunities
- Collaborative and dynamic work environment
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