Appointment Settings for Financial Advisors
We set appointments with date, time and location for financial advisors to meet potential customers to do a financial review or wealth sharing session
Conversion Rate
Simple process when you engage our telemarketing service
Planning of script that is suitable for the client’s requirements.
Upfront payment can be done by fund transfer or quick cheque deposit to Juzz Marketing Pte Ltd DBS current 023-904057-8.
Juzz Marketing will start to train the telemarketer
Juzz Marketing will proceed to start calling using the approved script within 5-7 business days
Juzz Marketing will send the appointments made through WhatsApp including the recordings within 24 hours of setting it
Client will make follow up on prospects
Meeting between client and prospect
(FOR FINANCIAL CONSULTANTS)
Description | Pricing (SGD) |
---|---|
50 Exclusive Appointments Min income $2000, Min age 21yrs old | $3500 ($70/appt setting) Guarantee min 3 cases closed / Target 10 cases closed |
100 Exclusive Appointments Min income $2000, Min age 21yrs old | $6500 ($65/appt setting) Guarantee min 6 cases closed / Target 20 cases closed |
150 Exclusive Appointments Min income $2000, Min age 21yrs old | $9000 ($60/appt setting) Guarantee min 9 case closed / Target 30 cases closed |
(FOR PROPERTY CONSULTANTS, BUSINESSES, ENTERPRISES)
Description | Pricing (SGD) |
---|---|
1 Month Appointment Settings | $3600/month Guarantee Min 1 case closed / Target 3 case closed |
3 Months Appointment Settings | $3300/month Guarantee Min 2 case closed / Target 6 case closed |
6 Months Appointment Settings | $3000/month Guarantee Min 3 case closed / Target 9 case closed |
Description | Pricing (SGD) |
---|---|
1 Dedicated Telemarketer | $3000 |
3 Dedicated Telemarketers | $7200 |
Where does your leads come from ?
The source of leads mainly comes from our lifestyle digital portal and other landing pages.
How will I know if the dedicated telemarketer or outsourcing staff is really working?
All calls made are fully recorded to ensure good quality control and daily report will be sent you via whatsapp and spreadsheet linked to your e-mail.
How do I get started engaging your dedicated telemarketer or appt settings package?
Upfront full payment to Juzz Marketing Pte Ltd
Fund transfer
UOB Current 396-314-638-6
PayNow
UEN 201332245R001
Let us know once done so we can acknowledge.
Data Protection Compliance
Learn more at Juzz Marketing PDPA Compliance.