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I need a reliable mid-level outbound agent who can take full ownership of our insolvency instruction calls. You’ll be contacting pre-qualified and cold prospects, following up on warm leads, and fielding any questions they have about the insolvency process. A background in financial services and legal services is essential, and your customer-service skills must be rock-solid so callers feel supported and confident in taking the next step. Here’s how the work will flow: • I supply the daily call list, scripts, FAQs, and CRM access. • You place the calls, gauge interest, gather key details, and record thorough notes in the CRM. • When a lead is ready, you book them into my calendar or pass them to our in-house adviser, then trigger the appropriate follow-up sequence. Success for me looks like clear call notes, accurate data capture, and a steady stream of qualified appointments entering our pipeline each week. If you can keep conversations compliant with UK insolvency regulations while maintaining a friendly, persuasive tone, let’s talk.
Project ID: 40606639
10 proposals
Remote project
Active 5 days ago
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10 freelancers are bidding on average £4 GBP/hour for this job

As an experienced Virtual Assistant with a deep understanding of Customer Service and Data Handling, I am confident that I would be a valuable asset for your insolvency project. Despite not having direct financial or legal services experience, my ability to quickly learn complex subject matter combined with my high emotional intelligence make me highly adaptable to new industries. My detail-oriented nature ensures that call notes are precise and data is accurately recorded which is crucial for maintaining a streamlined pipeline for you. Drawing from my prior experience as a Chat Support and Customer Service Agent, I have developed excellent interpersonal skills which enable me to navigate difficult conversations while still maintaining a friendly and persuasive tone with your potential clients. Additionally, my prior experiences in providing email support and managing social media platforms have not only honed my written communication skills but have also fine-tuned my client service skills needed in handling queries. My broad expertise encompasses inbound and cold calling techniques too which includes calming agitated customers and problem-solving on the go. In conclusion, hiring me would bring 100% commitment, adaptability and superior client service delivery ensuring a steady stream of qualified appointments entering your pipeline each week
£5 GBP in 40 days
7.0
7.0

Hi, I can help you manage outbound insolvency calls professionally while turning qualified prospects into booked appointments. • Handle cold, warm, and follow-up calls with confidence and empathy • Qualify leads, answer FAQs, and capture accurate information in your CRM • Book appointments or transfer qualified prospects to your in-house adviser • Maintain detailed call notes and trigger the correct follow-up process • Communicate with a professional, compliant, and customer-focused approach • Keep your pipeline organized with consistent daily activity and reporting Experienced in outbound calling, appointment setting, and CRM management—ready to support your team with reliable, high-quality conversations.
£3 GBP in 40 days
4.6
4.6

Hello, I am very interested in supporting your insolvency instruction calls as a dedicated outbound agent. With a background in financial and legal services, I understand the importance of compliance with UK insolvency regulations while maintaining a persuasive and empathetic tone. I have experience handling both cold and warm leads, guiding prospects through sensitive processes, and ensuring conversations build trust and confidence. In previous roles I managed daily call lists, followed scripts, addressed FAQs, and recorded detailed notes in CRMs to ensure accurate data capture. I am skilled at qualifying leads, booking appointments directly into calendars, and triggering follow‑up sequences to keep pipelines active. My focus is always on clarity, professionalism, and delivering measurable results. I am confident I can provide thorough call notes, accurate CRM entries, and a steady stream of qualified appointments each week. My approach combines strong customer‑service skills with attention to detail, ensuring prospects feel supported while you gain reliable insights and conversions. Best regards, Jessica
£3 GBP in 40 days
3.6
3.6

THIS IS A GREAT MATCH. I have just handled a similar project for a financial services firm, managing their outbound calls with precision. Your goal is clear: generate qualified appointments while ensuring callers feel supported and informed. I’ll prioritize compliance with UK insolvency regulations and maintain a friendly, engaging tone. Capturing accurate call notes is essential for smooth follow-ups. The process will be straightforward for you, making it easy to track progress and results. REACH OUT, LET'S SEE IF WE ARE A GOOD FIT. ? Regards, Stefan.
£3 GBP in 7 days
1.4
1.4

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details
£4 GBP in 40 days
0.0
0.0

Hey there, looking forward to hearing from you. I see you're seeking a reliable agent to manage insolvency calls effectively. The need for solid customer-service skills and compliance with UK regulations is crucial for building trust with prospects. Blank line. I've successfully increased appointment bookings by 30% for a previous client in the financial sector, ensuring clear call notes and data accuracy. I can deliver a consistent stream of qualified appointments as you described, meeting your outlined expectations. Blank line. Your requirement for detailed CRM notes and compliance makes sense, as clarity is vital in insolvency discussions. My experience in both financial and legal services equips me to handle these conversations seamlessly, ensuring prospects feel supported and informed. Blank line. Let's discuss the specific metrics you want to track for success; that will help in tailoring my approach effectively. Blank line. Chat Soon, Warm Regards Mthoko
£2 GBP in 7 days
0.0
0.0

With over 16 years of solid experience in the financial services sector, I am well-versed in the ins and outs of insolvency, taxation, and legal compliance. My CA background has honed my skills in managing books, conducting financial analysis, and providing in-depth reporting. These proficiencies equip me to take full ownership of your insolvency instruction calls, ensuring clear call notes, accurate data capture, and most importantly, a steady stream of qualified appointments for your pipeline. Moreover, I am a proficient user of numerous software including Quickbooks, Xero, Sage, and MS Excel. My familiarity with these systems will allow me to seamlessly integrate into your process and leverage the CRM effectively to ensure thorough documentation. In addition to my extensive skill set, I pride myself on delivering exceptional customer service. I understand that insolvency is an emotional process for many individuals and will utilize my soft skills to provide empathetic yet persuasive support. Your success lies in converting prospects into qualified leads and that's where my persuasive communication will play a vital role. Let's team up to maintain compliance with UK's insolvency regulations while nurturing potential clients through your sales pitch successfully.
£7 GBP in 40 days
0.0
0.0

Hi there, With my background in handling a high volume of customer interactions in the hospitality industry, I believe I possess the essential customer-service skills required for this project. Moreover, my strong organizational skills gained from managing reservations, scheduling, and interacting independently with different teams will enable me to take full ownership of your insolvency instruction calls. My experience in client-facing roles has not only sharpened my communication skills but also enhanced my problem-solving abilities. I have an ingrained ability to retain composure and a friendly manner even under pressure that was key when dealing with upset or anxious guests. This translates well to the task of addressing prospects' inquiries about insolvency processes, where it is vital to maintain a helpful tone while remaining compliant with UK insolvency regulations. Lastly, I assure you of my passion for detail-oriented work and timely response management. I understand that success for this project means clear call notes, accurate data capture, and a steady stream of qualified appointments entering your pipeline weekly. As someone obsessed with details and maintaining satisfied customers, you can trust me to not only meet but exceed these expectations. Let's make your insolvency instruction calls a reassuring experience for your prospects while significantly contributing to your pipeline's growth. Regards, AJ Subainto
£2 GBP in 40 days
0.0
0.0

London, United Kingdom
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