Sales Associate
Clerk-Tech
Client Outreach & Appointment Setting.Conduct outbound calls to 401K and 403B lead lists to introduce services and offer free consultation appointments.Follow up with warm leads and prior conversations via phone and email.Schedule appointments...
Last checked on May 7, 2026. We may earn a commission when you click through.
About this role
Clerk-Tech specializes in client outreach and appointment setting, primarily in the financial services sector.
About the Company
Clerk-Tech focuses on financial services, helping clients navigate their 401K and 403B options.
Key Highlights
- ✓ Outbound calls to potential clients for appointment setting
- ✓ Follow-ups with warm leads via phone and email
- ✓ Manage advisor's calendar and coordinate appointments
- ✓ Free consultation offerings to attract clients
💡 Honest Take: The pay is pegged at ₹401,000, but be ready for a mix of cold calling and follow-ups. It’s not glamorous, but it’s a foot in the door.
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