Reach out to potential customers through outbound calls using leads generated from marketing campaigns and partner channels ● Initiate conversations around family financial security, rising education costs, and the importance of long-term planning ● Help customers understand why proactive financial protection planning is important for their family ● Encourage and schedule consultation calls with the advisory team for a detailed discussion ● Maintain accurate records of customer interactions, call notes, and lead status in internal systems ● Conduct timely follow-ups with interested prospects who have not yet scheduled a consultation ● Consistently meet daily outreach and consultation booking targets ● Collaborate closely with the advisory team to ensure smooth handover of qualified prospects