About the BridgGroup of Companies:
The Bridg Group of Companies (TBGOC) has been in business for over 24 years and provides exceptional consumer services in the Financial and Real Estate world.
Our mission is to change lives one client at a time and to be the home of all your financial needs!
We aim to foster a culture of caring and accountability. Caring for our clients and employees in a team working environment. As a company we focus on working on diversified services that allow each client to reach their financial goals. But we also aim to ensure that our team experiences personal growth in their careers by offering ongoing training and development opportunities.
The Telemarketer will play a key role in supporting the growth of The Bridg Group of Companies by initiating contact with potential clients and booking qualified appointments for our sales and advisory teams. This individual will serve as the first point of contact for leads, helping to introduce our services and generate interest through outbound calls, emails, and CRM follow-ups. The successful candidate will be highly self-motivated, articulate, and comfortable communicating with both cold and warm prospects in a professional and engaging manner.” Campaigns for B2C, B2P’s and B2B’s clients.
Position: Appointment Generator or Telemarketer
Salary: $45,000 to $65,000 + Commission
Expected Start Date: As soon as possible
Benefits:
- 10 Days Paid Vacation Days
- 3 Paid Sick Days
- Commissions
- Group Benefits (Medical, Dental, Vision)
- Ongoing Professional Development
- Daily Snacks and Beverages
Major Responsibilities
Mission Statement/ Continued Lifetime Value Experience: must embrace and contribute to our philosophy in changing lives.
· Foster our core values with red carpet, white glove service.
· Assist all B2C’s, B2E’s, B2Ps and B2Bs.
· Uphold our 4-hour guaranteed response time.
· Support our #changinglives mindset by adapting to our CLVE Philosophy via Telephone, Email, Virtual & Face to Face interactions to ensure targets are met
Company Compliance:
- Complete daily compliance checklists during planning times.
- Promote and participate in company corporate culture philosophy-Teamwork, Team Participation, Corporate Events, Lead By Example Approach, High Performing and adherence to our Employee Code of Conduct - Attitude, Assertiveness, Accountability (Triple AAA) & Provent Productivity Method - CLVE, Compliance, Deadlines (CCD)
- Increase client/employee retention.
- Foster and follow daily process & policies
- Meet deadlines for tasks and projects.
Position Responsibilities and Duties
· Conducting Outbound Calls: Dialling extensive lists of cold, warm, or existing leads to initiate contact.
· Delivering Scripted Pitches: Reading and adapting pre-written dialogues to present product values clearly.
· Overcoming Objections: Utilizing persuasive communication techniques to answer counterarguments or rejections professionally.
· Managing Database Records: Logging call outcomes, prospective buyer reactions, and payment details into CRM software.
· Handling Inbound Inquiries: Answering incoming client questions sparked by external advertising or campaigns.
· Scheduling Follow-ups: Setting definitive calendar appointments for specialized sales representatives or field agents.
· Gathering Market Feedback: Documenting common buyer concerns or questions to share directly with supervisory management
Verbal Execution & Delivery
- Vocal Modulation: Adjust tone, volume, and pitch to match the prospect's energetic cues.
- Paced Articulation: Speak at roughly 150 words per minute to project natural professionalism.
- Strategic Pausing: Insert deliberate pauses to eliminate verbal fillers like "um" and "uh".
- The 40-Second Hook: State who you are, why you called, and the time required immediately.
- Smile and Dial: Maintain physical smiling to naturally inject warmth and sincerity into your pitch.
Core Psychological Skills
- Active Listening: Process specific structural cues and underlying needs instead of waiting to speak.
- Dynamic Empathy: Position yourself as a consultant solving an explicit real-world problem.
- Mirroring Language: Adopt the buyer's terminology to fast-track rapport and lower defenses.
- Open-Ended Questioning: Ask targeted queries to force prospects past simple "yes" or "no" blocks.
Operational & Technical Skills
- Value Mapping: Connect strict product features directly to the consumer's primary pain points.
- Strategic Objections Handling: Treat sudden pushback as data-gathering opportunities rather than final rejections.
- CRM Data Hygiene: Track call interaction specifics to maximize the effectiveness of future follow-ups.
- Rejection Resilience: Disassociate personal self-worth from the high volume of negative responses.
Everyday Objective
· Call Volumes: Maintaining a high frequency of dialled numbers every hour.
· Talk Time: Keeping prospective buyers engaged on the line to explain benefits.
· Conversion Rate: Turning standard calls into official sales, donations, or leads.
· Data Accuracy: Inputting error-free client profiles and contact addresses.
Lead engagement and outreach: Responsible for initiating outbound contact with prospective clients to generate qualified appointments.
· Make daily outbound calls, emails, and follow-ups to prospective clients.
· Engage with cold and warm leads using scripts and qualification criteria.
· Provide basic information about company services and schedule appointments.
· Local outreach to network and distribute marketing materials including but not limited to brokerage, real estate offices, etc.
CRM and Data Management: Maintain accurate records of client interactions and appointment outcomes.
· Input call notes, lead statuses, and follow-ups into the CRM system.
· Update appointment schedules and ensure follow-through with internal teams.
· Monitor lead conversion progress and flag issues to the supervisor.
Appointment Setting Coordination: Ensure appointments are properly scheduled and confirmed with relevant team members.
· Coordinate availability between clients and internal representatives.
· Confirm appointments via phone, email, or text reminder systems.
· Reschedule and manage cancellations with professionalism and clarity.
Client qualification: Identify and pass along qualified leads to appropriate departments.
· Use company-provided qualification questions to assess lead potential.
· Ensure all appointment leads meet minimum criteria before handoff.
· Escalate high-value or urgent leads to senior staff immediately.
Collaboration and team communication: Work closely with sales, marketing, and operations to support campaign goals.
· Attend team meetings to discuss performance and lead flow.
· Share client feedback and objections to improve outreach strategies.
· Support coordination of lead generation efforts with marketing campaigns.
Performance tracking and goal achievement: Stay accountable to KPIs and appointment quotas set by leadership.
· Track daily and weekly outreach activity.
· Report performance metrics regularly to management.
· Achieve or exceed appointment targets while maintaining quality standards.
Qualifications and Requirements:
· Minimum 2 years of experience in appointment setting, sales, telemarketing, or call center environments.
· High school diploma required; post-secondary education considered an asset.
· Excellent verbal and written communication skills, with a professional and persuasive tone.
· Comfortable with cold calling and objection handling in a sales-oriented environment.
· Proficient in CRM software (e.g., HubSpot, Salesforce, Zoho) and Microsoft Office Suite.
· Strong organizational and time management skills.
· Self-motivated and results-driven, with a positive attitude and team-first mindset.
· Ability to multitask and work in a fast-paced, high-volume setting.
· Goal-Driven Focus: Their desire to hit targets and/or completed tasks/ assignment/ projects that outweighs any temporary hesitation or fear of social awkwardness
· Assertive Communication: They initiate conversations effortlessly and clearly articulate value propositions without sounding aggressive or pushy.
· Resilience to Rejection: They do not take "no" personally. Instead, they view objections as natural steps in the workplace to learn and perform better
· High Empathy: They are socially bold but highly perceptive, allowing them to read body language, actively listen, and adapt their pitch to the needs of team members or clients
· Natural Curiosity: They ask deep, probing questions to uncover pain points because they genuinely enjoy learning about people and solving problems.
· Unwavering Confidence: They project authority and belief in their service/product, which instantly builds trust and credibility with prospects and team.
· Effective communication involves conveying your message clearly, concisely and accurately with an advanced level of the English Language
· Technical Proficiency, must type a min of 50 words/minute and advanced in excel with MS Word, MS PowerPoint and MS Excel, Outlook, Google Chrome, etc.
· Resides in close proximity to the office in Vaughan (preferred).
· Must own a vehicle and have full access at all times
· Mandatory attendance at all events.
Required skills:
· Persuasion
· Active Listening
· Speaking and confident over phone.
· Customer & Personal Service
· Telecommunications
· Cold Calling
· Customer Service, Sales & Marketing Skills
Assets:
· Prior experience in the real estate, financial, or investment industry is an asset.
· Knowledge of appointment-setting tools and dialer systems is an asset.
· Formal training in sales, marketing, or customer relationship management is a plus.
· Familiarity with lead scoring and CRM automation workflows is an asset.
Work Schedule and Conditions:
· Monday Shift: 9:00am – 5:30pm
· Tuesday to Thursday Shifts: 12:30pm to 9:00pm
· Every Saturdays: 8.30am to 5:00pm with Friday’s off, and flexibility to work additional hours to meet required deadlines
· Must be flexible and available to swap evenings with day shifts
· Must be flexible to swap Saturdays with Wednesdays or Fridays if no weekend shift is required
· Daily pressure to meet outreach targets, handle objections, and convert leads into appointments.
· Must be comfortable sitting and speaking on the phone for extended periods.
· Regular meetings with supervisor to review weekly performance, lead quality, and conversion goals.
· Must attend all in-office events, expos, or promotional campaigns when required.
The Bridg Group of Companies is an equal opportunity employer, and we strive to provide a culturally diverse workforce. We will not discriminate based on race, creed, color, national origin, age, sex, religion, marital status, sexual orientation, or disability. Accommodations are available upon request for candidates taking part in all aspects of the selection process.
Pay: $45,000.00-$65,000.00 per year
Work Location: In person