Financial Appointments
Our highly experienced in-house call centre will generate qualified and confirmed appointments with individuals & business owners that are looking for financial advice for one or more of the following:
Age
Household Income
Smoking Status
Health Status
Existing Pension Details
Details of Existing Investments
Life Assurance Details
Medical Cover
Full Mortgage Details
Credit Card & Loan Details
- Looking to transfer an existing pension with a fund value of at least £10,000.
- Start a new pension in excess of £100 per month.
- Looking to carry out a lump sum investment in excess of £10,000.
- Start an investment product in excess of £100 per month.
- Full replacement guarantee if an appointment does not take place due to the following reasons:
- The client cancels after confirmation of the appointment.
- The client is not at the given address at the agreed time.
In the unlikely event of any information being inaccurate thus not providing you with a business opportunity we will also replace.
The Details We Provide
Where appropriate we capture and provide the following information with all appointments:
Why use us?
Unlike other marketing companies and call centres we specialise in telemarketing only for financial services and we believe we offer unparalleled customer service and quality because of this. The individuals behind Proconnect all have many years of experience in telemarketing for financial services and it’s through this understanding we can provide this unique service, in short we stick to what we know.
What next?
Please contact us to discuss your requirements further and check availability in your area.
