You will get Automate client calls, qualification, follow-ups, and appointment booking


Project details
Retell AI Voice Agent for Finance Businesses
Automate calls, qualify leads faster, and book appointments 24/7.
Finance businesses rarely suffer from bad leads. The real losses come from slow responses, missed calls, and inconsistent follow-ups. I build Retell AI voice agents that remove these bottlenecks and deliver fast, accurate, compliant communication every time.
What Your Retell AI Agent Will Do:
Built for loan officers, tax pros, accountants, credit repair firms, funding companies, insurance agents, advisors, and wealth managers.
1. Answer Calls & Qualify Leads Automatically
2. Book Appointments (Cal.com, Calendly, GHL)
3. Handle Everyday Finance Questions
4. Send Payment & Billing Reminders
5. Follow Compliance Rules
Retell AI, Twilio, Cal.com, Calendly, GoHighLevel, HubSpot, Salesforce, Zoho, Make.com, n8n.
Problems Solved: Missed calls, delayed follow-ups, overwhelmed staff, inconsistent scripts, and scaling challenges.
I specialize in finance automation — lead qualification, borrower intake, compliance scripting, and CRM integrations.
Contact me to build your AI voice agent.
Automate calls, qualify leads faster, and book appointments 24/7.
Finance businesses rarely suffer from bad leads. The real losses come from slow responses, missed calls, and inconsistent follow-ups. I build Retell AI voice agents that remove these bottlenecks and deliver fast, accurate, compliant communication every time.
What Your Retell AI Agent Will Do:
Built for loan officers, tax pros, accountants, credit repair firms, funding companies, insurance agents, advisors, and wealth managers.
1. Answer Calls & Qualify Leads Automatically
2. Book Appointments (Cal.com, Calendly, GHL)
3. Handle Everyday Finance Questions
4. Send Payment & Billing Reminders
5. Follow Compliance Rules
Retell AI, Twilio, Cal.com, Calendly, GoHighLevel, HubSpot, Salesforce, Zoho, Make.com, n8n.
Problems Solved: Missed calls, delayed follow-ups, overwhelmed staff, inconsistent scripts, and scaling challenges.
I specialize in finance automation — lead qualification, borrower intake, compliance scripting, and CRM integrations.
Contact me to build your AI voice agent.
AI Development Type
Deep Learning, Knowledge Representation, Model Tuning, Recommendation System, Software MaintenanceAI Tools
Azure Machine Learning, BigDL, Deeplearning4j, Google AutoML, Keras, MLflow, Open Neural Network Exchange, OpenCV, RapidMiner, SonnetWhat's included
| Service Tiers |
Starter
$80
|
Standard
$200
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 20 days |
Number of Revisions | 3 | 6 | 15 |
AI Model Integration | - | - | - |
Detailed Code Comments | - | - | - |
Knowledge Graph | - | - | - |
Model Documentation | - | - | - |
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
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SG
Sharon G.
Jun 4, 2026
LinkedIn manager
Christiana completely changed how my LinkedIn profile looks and feels. She made my experience sound more professional, clear, and attractive without making it look fake or overdone. The optimization was detailed and intentional, and I’ve already noticed better engagement and profile visibility.
AB
Ayomide B.
Mar 3, 2026
LinkedIn Appointment Setter (Remote)
Christiana was proactive, professional, and highly organized in handling LinkedIn outreach. She started genuine conversations, followed up consistently, and successfully qualified leads into booked meetings. Her communication was clear and confident throughout. Results-driven and easy to work with. Highly recommended—hire her if you need a reliable LinkedIn appointment setter who delivers.
PO
Paul O.
Jan 12, 2026
Social Media Marketing Specialist Needed (Growth, Engagement & Leads)
Christiana didn’t just optimize my LinkedIn profile; she helped me see and communicate my value clearly. Everything felt intentional, authentic, and positioned to attract real opportunities.
AB
Ayomide B.
Jan 10, 2026
LinkedIn Profile Optimization Expert Needed (SEO + Personal Branding)
Christiana is incredibly intentional in her work, and I genuinely recommend her to any business owner who wants real results, not fluff.
MA
Misbah A.
Oct 14, 2025
Search Engine Marketing Expert Needed
Christiana is a SEM genius Our ad campaigns are thriving thanks to their expertise. Highly recommend.
About Abosede Christiana
LinkedIn Profile Optimization Expert | Resume Writer | Brand Executive
100%
Job Success
Lagos, Nigeria - 5:44 pm local time
Your LinkedIn profile and resume should do more than list your experience. They should position you as the obvious choice.
I help professionals, executives, founders, consultants, and job seekers build compelling personal brands through strategic LinkedIn profile optimization, ATS-friendly resume writing, and professional positioning that attracts the right opportunities.
Whether you're aiming for your next leadership role, transitioning careers, growing your authority in your industry, or improving your visibility to recruiters and decision-makers, I help you present your experience in a way that gets attention and drives results.
My Services:
• LinkedIn Profile Optimization
• LinkedIn Headline & About Section Writing
• Executive LinkedIn Profile Development
• Founder & CEO LinkedIn Branding
• ATS-Friendly Resume Writing
• Executive Resume Writing
• Resume Rewriting & Modernization
• Personal Branding Strategy
• Leadership Positioning
• Career Storytelling & Achievement-Based Content
• Cover Letter Writing
What You Can Expect:
Your LinkedIn profile and resume will be designed to:
• Increase recruiter visibility
• Improve search rankings on LinkedIn
• Highlight measurable achievements
• Strengthen your professional brand
• Communicate your expertise with clarity
• Position you as a credible authority in your field
• Help you stand out in competitive job markets
I take time to understand your background, career goals, accomplishments, and unique value proposition before developing content that reflects your expertise authentically.
My approach combines personal branding, professional storytelling, keyword optimization, and industry best practices to ensure your profile and resume are both compelling to humans and optimized for modern recruitment systems.
Industries I Support:
• Technology & IT
• Healthcare
• Cybersecurity
• Data & Analytics
• SaaS & Software Development
• Finance & Accounting
• Consulting
• Executive Leadership
• Professional Services
Whether you need a complete LinkedIn profile transformation, an executive resume, a leadership-focused personal brand, or career positioning that helps you land interviews and opportunities, I am committed to helping you present your professional story with confidence and credibility.
Let's build a profile and resume that work for you even when you're not in the room.
#LinkedInLeadGeneration #B2BLeadGeneration #LeadGenerationExpert #LeadGenStrategy #LeadGenSpecialist #LeadGenerationMarketing #DigitalLeadGeneration #LeadGenTips #LeadGenCampaign #SalesLeads #LinkedInMarketing #LinkedInGrowth #LinkedInStrategy #LinkedInOutreach #LinkedInExpert #LinkedInProspecting #LinkedInLeads #LinkedInSales #LinkedInContent #LinkedInEngagement #B2BMarketing #B2BSales #B2BStrategy #B2BProspecting #B2BLeads #SalesStrategy #SalesOutreach #B2BGrowth #OutboundMarketing #InboundMarketing #AppointmentSetting #LinkedinVA
#LinkedIn Profile Optimization
#Headline Optimization
#About Section Rewriting
#Experience Section Enhancement
#Personal Branding Strategy
#Keyword Optimization
#Executive LinkedIn Profiles
#Founder LinkedIn Profiles
#CEO LinkedIn Profiles
#LinkedIn Company Page Optimization
#Personal Branding
Professional Positioning
#Leadership Positioning
#Executive Presence
#Professional Storytelling
#Career Narrative
#Thought Leadership
#Founder Branding
#CEO Branding
#Search Visibility
#SEO Optimization
#Profile Visibility
#LinkedIn Algorithm
#Professional Visibility
#Authority Positioning
#Resume Development
#Executive Resume Writing
#ATS-Friendly Resume
#Resume Optimization
#Achievement-Driven Resume
#Executive Branding
#Leadership Branding
#Career Coaching
#Resume Tailored to Job Descriptions
Steps for completing your project
After purchasing the project, send requirements so Abosede Christiana can start the project.
Delivery time starts when Abosede Christiana receives requirements from you.
Abosede Christiana works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Workflow Mapping
We review your use case, understand your business needs, and outline the full call journey. This includes: Lead flow structure Compliance checkpoints Booking workflow CRM goals Data capture requirements A fully documented voice agent blueprint.
Script Creation & Conversation Design
write a finance-optimized script that includes: Qualifying questions Disclosures Routing logic Objection handling Booking language Data capture prompts You review and approve before I build the agent.