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 14, 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 specializes in client outreach and appointment setting, focusing on financial services.
Key Highlights
- ✓ Conduct outbound calls to 401K and 403B leads
- ✓ Offer free consultation appointments
- ✓ Manage calendar coordination for advisors
- ✓ Follow up with warm leads via phone and email
💡 Honest Take: The salary of ₹401,000 is decent for entry-level sales, but the calling aspect might not suit everyone. Make sure you're comfortable with constant outreach.
You'll be redirected to in.talent.com
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