Client Engagement Specialist

6 hours ago

Cebu City, Central Visayas, Philippines beBeeClient Full time ₱2,500 - ₱3,500

Unlock Financial Clarity with a Key Role: Client Engagement Specialist

As a vital first touchpoint for individuals seeking financial clarity, you will bridge the gap between prospective clients and expert financial professionals.

Key Responsibilities:

  • Conduct outbound outreach (calls, emails) to potential clients to understand their financial goals and interests.
  • Schedule consultations with financial advisers or coaches to provide valuable guidance.
  • Record interactions, notes, and scheduled appointments in CRM systems to track progress.
  • Follow up with warm leads to ensure engagement and appointment attendance by providing exceptional customer service.
  • Collaborate across teams to align messaging and improve conversion effectiveness through data-driven insights.

Requirements:

  • Previous experience in appointment setting, telemarketing, or client outreach with a proven track record of success.
  • Passion for financial wellness and understanding of retirement concerns to connect with clients on a personal level.
  • Excellent communication skills, proficiency in CRM tools, and strong organizational habits to manage multiple priorities.
  • Goal-driven with a track record of meeting outreach or booking targets to drive business growth.

Advantages & Benefits:

  • Competitive hourly rates and performance incentives to reward outstanding results.
  • Flexible work-from-home setup with training opportunities to develop new skills.
  • Opportunity to grow into broader client-facing or advisory roles to expand your professional horizons.
  • Make a meaningful impact on individuals' financial confidence by providing expert guidance.

Join a team that helps individuals achieve financial clarity and security by unlocking their full potential.

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