Cold Caller (Lead Gen & Appointment Setting) for the Financial Advisor Space

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About Us: alphaAI is a cutting-edge wealth tech startup that blends AI and advanced investment strategies. We’re launching a new B2B product and need your help. The Role: We’re looking for a confident and experienced cold caller to help generate qualified meetings with financial advisors (RIAs and wealth managers). Your job is simple: reach out, qualify, and schedule. No closing required—we’ll take it from there. What You’ll Do: Cold call financial advisors from a provided or curated list Deliver a compelling, professional intro to alphaAI’s value prop Ask qualifying questions to assess fit and interest Schedule meetings directly onto our calendar Log activities and progress in our CRM system: Apollo What We’re Looking For: Proven experience cold calling in the financial services or fintech space Familiarity with wealth management and the financial advisor landscape Strong verbal communication and persuasion skills Self-starter who thrives on results and can work independently Comfortable using CRMs (Apollo preferred) and following outreach workflows Nice to Have: Past experience selling or setting meetings for fintech, TAMPs, or asset managers Understanding of investment concepts like direct indexing, model portfolios, or tax strategies

Keyword: Lead Management

Price: $20.0

Lead Generation Appointment Setting Finance & Accounting Cold Calling Scheduling Telemarketing Outbound Sales Communications