About VelarisVelaris Wealth Management is a boutique international wealth management company helping expatriates, digital nomads, entrepreneurs and internationally mobile professionals make better decisions about their savings, investments, retirement, protection and wealth planning.We are growing our client base internationally and are looking for a Sales Assistant / Appointment Setter to help us identify potential clients and turn them into qualified meetings.What you will doYour main goal is simple: find the right people and get them on a call with our financial advisers.Your responsibilities will include:Researching and identifying potential clients through LinkedIn, databases, online communities and other sourcesBuilding targeted prospect lists based on predefined client profilesFinding decision-makers and relevant contactsInitiating conversations via LinkedIn, email and other communication channelsUsing prepared scripts and adapting them naturally to each prospectFollowing up with prospects systematicallyQualifying prospects based on basic criteria such as location, profession,



financial goals and interest in wealth planningBooking qualified appointments directly into the adviser’s calendarMaintaining accurate information in our CRMTracking conversations, follow-ups and appointment resultsTesting different approaches and improving response and conversion ratesWorking closely with the adviser to continuously improve the prospecting processWho we are looking forWe are looking for someone who is proactive, persistent and comfortable starting conversations with people they don’t know.You don’t need to be a financial expert. We can teach you the basics of our services and target audience.What matters more:Previous experience in lead generation, appointment setting, sales development, recruitment or business developmentExcellent written EnglishStrong communication skillsConfidence communicating with professionals and high-net-worth individualsAbility to research peo

📌 Sales Assistant (Alicante (Alacant))
🏢 Velaris Wealth Management
📍 Alicante (Alacant)