Financial Client Acquirer

2 days ago

Makati City, National Capital Region, Philippines beBeeAcquirer Full time ₱3,000,000 - ₱4,750,000

Job Title: Client Acquirer

We are seeking a skilled Client Acquirer to join our team. As a key first touchpoint for prospective clients, you will help bridge the gap between individuals seeking financial clarity and our expert team.

Key Responsibilities:

  • Conduct proactive 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.

What We're Looking For:

  • Previous experience in client acquisition, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of client needs.
  • Excellent communication skills—warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.

Benefits:

  • Competitive hourly rates, with performance incentives tied to successful bookings.
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions.
  • Training to deepen understanding of financial services, property insight, and wealth creation methods.
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience.

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