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 5, 2026. We may earn a commission when you click through.
About this role
About the Company
Clerk-Tech is focused on providing tailored financial services, helping clients navigate their 401K and 403B plans.
Key Highlights
- ✓ Conduct outbound calls to potential clients
- ✓ Schedule appointments and manage calendars
- ✓ Follow up with warm leads via phone and email
- ✓ Offer free consultation appointments
💡 Honest Take: The pay is decent at ₹401,000, but the role requires constant outreach, which can be challenging. If you're comfortable with cold calling, this could be a fit.
You'll be redirected to in.talent.com
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