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LinkedIn Outreach Specialist – Financial Services
BruntWorkUKRemotepart_timeVerifiedPosted 25 Aug 2025
About the role
This is a remote position.
Job Highlights:- Contract type: Independent Contractor
- Schedule: 20h per week - (flexible scheduling available), Monday: 9am - 5pm est, Tuesday 9am-5pm est and Thursday 9am-5pm est (this is just a template - most of the work with a flexible schedule once the person is trained and ready to work independently).
Join a thriving retirement planning business that helps individuals secure their financial future through personalized advisory services. This growing company operates at the forefront of financial services, using innovative LinkedIn marketing strategies to connect with prospects who need guidance on retirement planning. You’ll be working with a dynamic husband-and-wife team who are passionate about helping people achieve financial security and peace of mind in their golden years.
This is an exciting opportunity to be the first point of contact for prospective clients seeking retirement planning guidance. You’ll play a crucial role in building relationships and trust through professional LinkedIn messaging, using your communication skills to connect people with life-changing financial advisory services. Starting with comprehensive training and scripted responses, you’ll have the potential to grow into expanded responsibilities including phone interactions as you develop within the role. Your efforts will directly impact people’s financial futures while working in a supportive, growth-oriented environment.
- Engage with prospective retirement planning clients through LinkedIn messaging using provided scripts and training materials
- Build trust and establish meaningful relationships with prospects through professional, authentic communication
- Schedule 15-minute consultation calls between qualified prospects and experienced financial advisors
- Handle initial objections and answer basic questions while guiding prospects toward booking appointments
- Maintain the highest standards of brand integrity and professional communication in all client interactions
- Participate in ongoing training sessions to master company processes and refine response techniques
- Track and manage prospect interactions efficiently through the LinkedIn platform
- Focus prospects on appointment booking rather than detailed financial discussions
Requirements
- Exceptional English language skills with clear, professional written communication abilities
- Proven experience in customer service, sales, or client-facing roles
- Background in social media engagement, particularly LinkedIn platform experience
- Appointment setting experience strongly preferred
- Natural ability to build rapport and establish trust through written communication
- Comfortable working with provided scripts while maintaining authentic, personalized interactions
- Reliable internet connection and proven ability to work independently in a remote environment
- Flexibility to work part-time or full-time schedules based on business needs
Benefits
Independent Contractor Perks:- Permanent Work from Home
- Immediate Hiring
- Steady Freelance Job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
ZR_26671_JOB
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