Secure Financial Futures through Outbound Outreach

1 week ago


Pagadian, Zamboanga Peninsula, Philippines beBeeAppointment Full time ₱3,000 - ₱4,500

Job Title: Appointment Setter

Job Description

This role is a fantastic opportunity to connect potential clients with expert financial advisors who can transform their financial outlook. As an Appointment Setter, you will play a crucial first point of contact for individuals seeking to secure their financial future.

Responsibilities
  • Conduct outbound outreach to potential clients from provided lists
  • Qualify prospects according to established parameters
  • Schedule quality appointments for financial advisor meetings
  • Inform prospects about next steps in the process
  • Follow prescribed processes for appointment setting
  • Track and report on outreach activities and success metrics
Requirements
  • Proven experience in cold calling and appointment setting
  • Strong phone communication and relationship-building skills
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software
Benefits
  • HMO coverage for eligible locations
  • Permanent remote work arrangement
  • Immediate hiring

Please note that candidates must have their own computer and internet connection. They will handle their benefits and taxes.



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