Magellan Financial & Insurance Services, Inc. · 1 week ago
Telemarketing Specialist
Tampa, FL
Part-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrMagellan Financial & Insurance Services, Inc. is a company that helps families approach retirement with more clarity and confidence. They are seeking a Telemarketing Specialist to make outbound calls to warm contacts, start genuine conversations, and schedule appointments for clients to come into the office.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Make outbound calls to warm contacts (marketing leads, inquiries, past attendees, existing lists, etc.)
Start friendly, professional conversations and book in-office appointments
Confirm key details (availability, best contact info, basic interest/needs)
Handle light objections with confidence and empathy (especially with retirees and pre-retirees)
Send confirmations and reminders; help improve show rates
Log accurate notes in our CRM so the advisors are fully prepared
Follow call policies and compliance expectations (Do-Not-Call, consent, call times, scripting)
Qualification
Required
Have outbound calling / appointment setting experience (financial services is a plus, not required)
Communicate clearly, confidently, and professionally
Can handle rejection without taking it personally
Are organized and comfortable working inside a CRM
Bring high energy, reliability, and a team-first attitude
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase