Bridge Financial Gaps

1 day ago


Bacoor, Calabarzon, Philippines beBeeConsultant Full time ₱35,000 - ₱50,000
Financial Services Consultant

As a key first touchpoint for prospective clients, you will bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll set consultations that align client needs with our personalized services.

  • Proactively conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers or coaches.
  • Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with warm leads to ensure engagement and appointment attendance.
  • Collaborate across teams to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to our services.


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