Sales Development Intern (Cold Calling & Appointment Setting)Heckmann Financial • United States
Sales Development Intern (Cold Calling & Appointment Setting)
Heckmann Financial
- United States
- United States
Über
This is primarily a cold‑calling and appointment‑setting role. You will work from firm‑provided lead lists focused on Massachusetts households that fit our target demographic. Your job will be to make outbound calls, start conversations,identifyqualified opportunities, and schedule introductory meetings forthe financial advisors onour team.
We are looking for someone who can be professional, friendly, and confident without being pushy. The right candidate is comfortable speaking with strangers, handles rejection well, stays consistent day after day, and is motivated by both hourly pay and performance bonuses.
What success looks like Success in this role means consistently making a coupleover onehundred dials per day andschedulingaminimum of twonew introductory meetings per day.
Bonus compensation is tied to meetings that are properly set,leadingto meetings that arekeptby the prospect.
Compensation This role pays $20 per hour, plus performance bonuses:
$25 for each meeting that is kept
Schedule and work arrangement This rolewillbe inour office in Westboroughduring the summer, with the opportunity to continue workingeitherin‑person or remotely duringthe school year on a part‑time basis around your class schedule.Oursummerideal hours are Monday through Friday, 8:00 AM to 4:30 PM.
Who should apply We are open to candidates with no prior experience,ifthey are coachable, reliable, articulate, and comfortable with cold calling. Students majoring in finance or with an interest in financial services are especially encouraged to apply. Prior experience in sales, fundraising, customer outreach, recruiting, or phone‑based work is helpful, but notrequired.We also love working with current or former athletes.
The strongest candidates for this role will be disciplined, resilient, and comfortable working toward measurable activity goals. They will be able to sound polished and professional on the phone while still being personable and natural. They should also be motivated by performance, willing to learn, and confidentrepresentinga financial planning practice well in conversations with prospective households.
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Sprachkenntnisse
- English
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