Company Description Advanced Global Research helps independent financial advisors build predictable client acquisition systems that turn qualified prospects into conversations, appointments, clients, and recent assets under management. Since 2011, the company has combined strategic targeting, data-driven marketing, lead generation, and seminar campaigns to connect advisors with the right households and support practice growth. Through its Smart Seminars platform, Advanced Global Research enables financial professionals to meet face-to-face with qualified prospects, emphasizing trust built through real conversations.

The company focuses on the entire client acquisition journey, from targeting and generating qualified opportunities to driving seminar attendance and building strategic follow-up. Serving independent financial advisors nationwide, Advanced Global Research is dedicated to driving growth and delivering measurable results.

Role Description This full time remote role, based in Canada, focuses on outbound calls and appointment setting in support of marketing and client acquisition campaigns for financial advisors.

The Marketing

Associate will make outbound calls to qualified prospects, introduce seminar and consultation offerings, and schedule appointments and follow-up conversations. The role involves following structured call scripts and messaging, updating CRM and tracking systems with accurate contact and appointment data, and coordinating with internal teams to ensure smooth campaign execution.

The Marketing





Associate will also support basic market research activities, help identify prospect trends, and provide feedback to improve targeting and messaging. Consistent professionalism, adherence to compliance guidelines, and meeting daily and weekly outreach and appointment-setting targets are core parts of the role.

Qualifications

- Candidates should possess strong Communication skills, including transparent phone etiquette, active listening, and the ability to build rapport quickly with prospects.
- Candidates should possess Market Research skills, such as gathering prospect insights, identifying trends, and providing feedback to refine targeting and messaging.
- Candidates should possess Sales skills, including comfort with outbound calling, handling objections, and guiding prospects toward seminar attendance or appointments.
- Candidates should possess Marketing skills, with an understanding of lead generation, seminar promotion, and basic campaign concepts.
- Candidates should possess Project Management skills, including organizing outreach tasks, managing follow-up schedules, and maintaining accurate records in CRM tools.
- Previous experience in outbound calling, appointment setting, or inside sales is highly beneficial.
- Familiarity with financial services or qualified services marketing is an asset.
- Comfort working remotely with reliable internet access, robust time management, and the ability to meet performance targets.
- High level of integrity, professionalism, and respect for confidentiality and compliance requirements.

📌 Marketing Associate, Outbound Calls and Appointment Setting (Remote, Canada)
🏢 Advanced Global Research
📍 Canada