Expert Financial Matchmaker

13 hours ago

Mandaue City, Central Visayas, Philippines beBeeFinancial Full time ₱650,000 - ₱850,000
Financial Advisor Appointment Setter RoleJob Overview

This is a compelling opportunity to establish connections between potential clients and skilled financial advisors, thereby transforming the latter's financial outlook.

Main Responsibilities
  • Conduct targeted outreach to potential clients from provided lists
  • Evaluate prospects based on established criteria
  • Schedule high-quality appointments for financial advisor meetings
  • Inform prospects about subsequent steps in the process
  • Adhere to prescribed procedures for appointment setting
Required Skills and Qualifications
  • Demonstrated experience in cold calling and appointment setting
  • Excellent phone communication and relationship-building skills
  • Ability to work full-time (40 hours per week)
  • Exceptional time management and organizational abilities
  • Professional demeanor and articulate communication style

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