Telemarketer – Financial Services

Full time | Sydney CBD Barclay Pearce Capital is seeking an experienced Telemarketer to join our team.

This is a phone-based client engagement role focused on generating and qualifying leads, re-engaging existing and prospective clients, and connecting suitable opportunities with our Advisors and Portfolio Manager. We are looking for someone who is confident on the phone, understands financial services and knows how to build genuine relationships and identify prospects.

Key Responsibilities Make outbound calls to prospective and existing clients

Re-engage clients and prospects within our existing database

Generate and qualify new leads

Identify client interest and potential opportunities

Connect qualified opportunities with our Advisors and Portfolio Manager

Follow up previous enquiries, leads and client conversations

Maintain accurate call notes, follow-ups and client information in our CRM

Work closely with our Asset Management team.

Meet agreed call, engagement and lead-generation targets About You Minimum 3 years' experience within financial services is essential

Previous experience in client engagement, business development, lead generation, telemarketing or a similar phone-based role





Experience may include banking, wealth management, stockbroking, investment management, financial advice, capital markets, lending or other relevant areas within the broader financial services industry

Robust understanding of the financial services environment

Confident and professional phone manner

Excellent communication and relationship-building skills

Comfortable speaking with investors and prospective clients

Strong follow-up and organisational skills

Self-motivated, proactive and results-driven Important: This is not a financial advice role. The successful candidate will focus on client engagement, lead qualification and facilitating introductions to the appropriate Advisor or Portfolio Manager. About the Opportunity

This is a full-time, Sydney CBD-based position offering the opportunity to join a growing financial services business and work closely with experienced professionals across Advisory and Asset Management.

If you have a strong financial services background, enjoy speaking with clients and have the confidence to turn conversations into genuine prospects, we'd like to hear from you. Apply via LinkedIn with your CV.

📌 Telemarketer – Financial Services Sydney
🏢 Barclay Pearce Capital (BPC)
📍 Sydney