Financial Awareness Specialist

12 hours ago


Batangas, Calabarzon, Philippines beBeeClient Full time ₱1,500,000 - ₱2,500,000

Job Overview:

We are seeking a Client Outreach Specialist to bridge the gap between individuals seeking financial clarity and our expert team.

  • Act as a key first touchpoint for prospective clients
  • Help individuals achieve financial awareness through thoughtful outreach

Key Responsibilities:

Financial Awareness: Provide financial education to prospective clients, helping them understand their needs and align them with our personalized services.

Client Engagement: Develop and maintain relationships with clients, ensuring a seamless experience from initial contact to appointment setup.

Appointment Setting: Set appointments that align client needs with our services, streamlining the onboarding process.

Requirements:

Skills and Qualifications:

  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong problem-solving and analytical skills

Personal Qualities:

  • Adaptability and flexibility
  • Proactive and results-driven approach

Benefits:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • A supportive and collaborative work environment

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