Coach for Cold Calling & Sales Skills
Publicada el 2026-07-19
Descripción de la oferta
Looking for a Cold Calling & Sales Coach (Stock Market / Wealth Management Industry) I am currently working as a Relationship Manager in the stock market and wealth management industry. My primary responsibility is making outbound cold calls to HNI (High Net Worth Individuals) and UHNI (Ultra High Net Worth Individuals) to generate business opportunities. I am looking for an experienced sales professional or coach who can help me improve my cold-calling skills through live call coaching and personalized feedback. What I need: * Listen to my live or recorded cold calls. * Join me during calls (where possible) and observe my communication. * Identify where I am making mistakes. * Help me improve my opening, pitch, objection handling, confidence, and closing techniques. * Create and refine a professional cold-calling script specifically for HNI/UHNI investors. * Teach me how to build rapport quickly with affluent clients. * Share best practices used by top-performing Relationship Managers or Wealth Advisors. * Help me improve my conversion rate and overall sales performance. Preferred Experience: * Strong background in the stock market, wealth management, broking, PMS, mutual funds, or financial services. * Experience handling HNI/UHNI clients. * Proven expertise in B2C or B2B cold calling and sales coaching. * Ability to provide practical, actionable feedback rather than only theoretical advice. Goal: My goal is to become highly effective at cold calling, improve my confidence while speaking with HNI/UHNI clients, increase conversions, and develop a professional sales approach suitable for the financial services industry. If you have experience coaching sales professionals in the stock market or wealth management industry, I’d be interested in working with you.
Skills
Fuente original: freelancer