{ "media_type": "text", "post_content": "I want to start adding cold calling into my current warm dials at the bank. Problem is I've never done this before. What's a good resource for cold calling on investments and insurance?", "post_id": "5ab36a5f0f1e091045cbe1e4", "reply_count": 3, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

I want to start adding cold calling into my current warm dials at the bank. Problem is I've never done this before. What's a good resource for cold calling on investments and insurance?

like
Posting as :
works at
You are currently posting as works at

www.callfire.com

Is callfire even remotely compliant at most firms?

Idk. It’s your voice on the smart drop, your caller i.d and you do the talking. It scrubs against the DNC.

Related Posts

Remote work opportunities? I'm looking for firms to look into. Currently in health. I think this will be disruptive (given we can't be on site... and my firm isn't used to delivering remotely).

like

What are the right steps taking health related leave. Who to talk first ?

like

I would like to ask for a few recommendations of books that is related to mental health or psychology

like

how to transition from decision support based data science to health analytics?

like

Thoughts on paying job loss mortgage insurance? Currently don't have one, have owned property for a few years, but been thinking about it....

like

Fellow EY fish- how much was Oocyte identification? And how much was freezing and storage? My doctors office is charging me $700 but I thought it was covered by EYs insurance. Thank you!

like

Good therapist in Chicago who takes BCBS IL PPO insurance? Preferably in downtown area.

like

Which health insurance is better for you and your spouse? Cigna or Aetna?

like

What’s wrong with EY’s insurance? Why is my PREP always going through CVS Specialty pharmacy? They are a nightmare

Do our industry awards hold any more value than an insurance salesperson’s?

like

I don’t mind working from home for the rest of the year if it means my health is safe. I’m kinda settled also

like

PwC 🐠, if my last day of employment at PwC is Dec 1, will I be covered for health insurance for the month of Dec. or would I need to get a COBRA coverage for Dec?

like

Best auto insurance quote apps? Want to get insurance quick but don't want to go through the hassle of filling out 100 forms or calling anyone.

like

What's the vibe like over at Havas Health?

like

Anyone have recommendations for foods that help with anti-inflammatory symptoms and/or gut health? Please don't say yogurt, I can't stand the texture.

like

Jewelry Insurance - plz help! Anyone have any recommendations or past good/bad experiences? In NY area if that makes any difference

like

What are some good health insurance options for parents back home? both in mid 60s

like

It’s so disappointing that people still don’t pay equal attention or importance to mental and emotional health.

like

So.. EY’s health insurance through BCBS only covers Pap smears every 3 years now… HOW is this okay. I just paid $990 out of pocket because the rules changed this year. I’m pissed

like

Additional Posts

Can we use work phones abroad? I am taking a vacation but need to take a client call around the same time I land at destination. Can I just dial in to the call business as usual assuming It’s 1 hr?

like

What is the general opinion on increasing salary: is it easier to do from within or jumping to another firm?

like

Why do digital advertising strategy roles ask for writing samples? I’ve come across this requirement a couple of times now and everything I’d write as a strategist is client-specific and confidential🤷

like

"I'm a mixture of hungry, full, and ready to puke..." -my 7-month pregnant wife

like

DC > NYC 🐠. Amtrak vs flying DCA->LGA. How is the Amtrak loyalty program?

like

Is someone looking for strategic partners for IT recruiting? ?

like

I got OC asking for medical records from almost a decade ago. I don’t think they exist, most medical records are only stored for 7 years. Anyone got any information on the law around here?

like

Amazon product manager ML interview coming. Any suggestions on ML/AI tech questions for loop interviews ?

like

Any Chicago 🐠 happen to be looking for a new roommate in June? My lease is up this May and I’m looking to find a private bed/bath downtown for under $1200/mo. I’m 23F, don’t care abt gender of roomie!

like

I was considering moving to Canada due to visa issues and realized how salaries are so much lower than the US? Plus I see the taxes are higher? So does Canada have a lower standard of living?

like

What kind of Comp , ESOP structure should I expect (or negotiate for) for Sr. principal @ West Monroe , Chicago

like

A1 at PWC in HCOL in CA, how much is the salary?

like

Completed biometrics yesterday. How long will it likely take to get EAD card or Green card? EB1C India I140 already approved Submitted medical with AOS filing in May EAD with NBC, I485 with Nebraska

likefunny

Recent undergrad campus hires: any advice you’d give your interviewer on what you liked/didn’t like about their interview style?

funny

Any tips for how to make internal networking feel more natural? I know face time without a specific client need is important, but I can't find a way to make it feel authentic.

like

Hi any companies currently hiring??

likefunny

Hi Fishes, Have 3 yoe | 5 lpa Tech stack : Devops + python development + aws stack ( development + devops ) Which position pays more SRE / Devops / aws developer for 3 yoe. Please share some salary insights. Thanks

like

Consulting vets, normal? I was lured into consulting and lost benefits due to the challenging transformation program being right up my alley. I have a multi year contract with heavy director duties promising fast track to Sr leadership. Day 1 I find out Iead no one and the MD is in charge. A few months later I get involved in spending nights and weekends for 3 weeks making a 60+ page deck. Company wins part of the contract and hires 12 more. Since then I have been ignored by them. No bonus!

like

I need a new car and still waiting on the compensation damage (personal injury). Thinking about getting a lease to finance it and then pay it off once I receive the money. Any cons to this? I don’t want to put my savings into a car. Thank you!

like

Capital One Power Day had three interviews in the morning. HR calls in between to say if you have a fourth in the afternoon. They told me this depends on caser availability. Is this really true, or does something else determine the 4th case?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal