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
Telemarketing is extremely useful and effective if you are targeting the mass market and everyone potentially need your services (eg. You are a financial consutant selling insurance) or you are targeting a specific market and you can have their business contact details legally. Take for example, you are selling a new medical device that all doctors can use. In this case, you should do telemarketing as it comes with a personal touch and after the call to introduce your business, you can send them specific information that they need to help them in their decision making process.
We set appointments with date, time and location for financial advisors to meet potential customers to do a financial review or wealth sharing session
We set appointments with date, time, and location for property agent’s potential customers to do property assessments or sharing session on how to build passive income using property.
Reach thousands of customers through telemarketing for business owners
Sample Telemarketing Job Scope for Insurance Agent
Telemarketing Operating Procedures
Supplied Materials
The following materials are to be supplied by client.
Operating Procedures
* The above procedure is to depict a general idea only of the process. Actual procedure may differ from the process depicted and Juzz Marketing reserves the right to change/modify the process without prior notice.
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 $30k per year, Min age 21yrs old | $3900 Guarantee min 3 cases closed / Target 10 cases closed |
| 100 Exclusive Appointments Min income $30k per year, Min age 21yrs old | $7500 Guarantee min 6 cases closed / Target 20 cases closed |
| 300 Exclusive Appointments Min income $30k per year, Min age 21yrs old | $21600 Guarantee min 18 case closed / Target 30 cases closed |
(FOR PROPERTY CONSULTANTS, BUSINESSES, ENTERPRISES)
| Description | Pricing (SGD) |
|---|---|
| 1 Dedicated Telemarketer | $3200 |
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.
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Founded in 2018, Juzz started as a lead generation and sales outsourcing company serving businesses across Singapore.
In 2022, we expanded into AI and software development to help businesses automate operations, improve efficiency, increase sales and scale sustainably.
Today, Juzz combines AI technology, automation systems, and real-world operational experience to deliver measurable business results.
