Financial Opportunity Specialist

1 day ago

Paranaque City, Calabarzon, Philippines beBeeAppointment Full time $50,000 - $80,000

Securing a Brighter Financial Future, One Appointment at a Time:

As a critical link in the chain of helping individuals achieve their financial goals, you will serve as the primary point of contact for potential clients seeking comprehensive planning and protection strategies.

Key Responsibilities:
  • Establish meaningful connections with prospects through targeted outreach efforts
  • Evaluate potential clients based on established criteria to ensure optimal results
  • Craft tailored appointments for financial advisors to meet with prospects and explore opportunities
  • Provide clear and concise information regarding next steps and processes
  • Adhere to prescribed protocols for appointment setting and follow-up activities
  • Maintain consistent communication with prospects within designated time zones
  • Track and analyze outreach metrics to optimize performance

This role offers a unique blend of relationship-building and strategic communication, coupled with performance-based incentives that reward your success. As a remote team member, you will be part of a dynamic group dedicated to helping individuals achieve their financial objectives through expert guidance and support.

Requirements:
  • Demonstrated experience in cold calling and appointment setting
  • Exceptional phone communication and interpersonal skills
  • Ability to work full-time (40 hours per week)
  • Excellent organizational and time management abilities
  • Professional demeanor and articulate communication style
  • Basic understanding of the financial services industry (preferred)
  • Capacity to work independently while adhering to established procedures
  • Proficiency with CRM and communication software

Please note that this is a remote position, requiring candidates to possess their own computer and internet connection. They will handle their benefits and taxes accordingly.

  • Financial Analyst

    2 days ago

    Paranaque City, Calabarzon, Philippines beBeeAccounting Full time $60,000 - $80,000

    Job OverviewThis accounting role is an exciting opportunity to contribute to a growing team. As an Accounting Specialist, you'll work from home and be responsible for ensuring accuracy, compliance, and clarity in financial records.You'll provide reliable financial insights to support leadership decision-making, while also contributing to the financial health...

  • Financial Management Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines beBeeManagement Full time ₱4,000,000 - ₱6,000,000

    Financial Management SpecialistThe primary responsibility of the Financial Management Specialist is to oversee and coordinate all financial activities, ensuring alignment with organizational goals and objectives.Main Responsibilities:Assist in planning and directing the activities of the finance department to achieve budgeted targets.Prepare comprehensive...

  • Financial Performance Specialist

    2 weeks ago

    Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000

    Job Title: Financial Performance Specialist Job DescriptionThe Financial Performance Specialist plays a key role in supporting the growth and success of our online gaming operations. This individual will be responsible for tracking and reconciling payments to vendors, service providers, and contractors, ensuring timely and accurate disbursements. Key...

  • Financial Operations Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱250,000 - ₱400,000

    Job Title: Financial Operations SpecialistWe are seeking an experienced Financial Operations Specialist to join our team. The ideal candidate will have a strong background in accounting and finance, with the ability to work independently and as part of a team.The role will involve providing financial support to our clients, including preparing financial...

  • Financial Management Specialist

    1 day ago

    Paranaque City, Calabarzon, Philippines beBeeFinancialManagement Full time $1,080,000 - $1,380,000

    Job Title: Financial Management SpecialistJob Description:We are seeking a detail-oriented, highly organized finance professional with a strong background in financial management to fill this position. The ideal candidate will possess a solid understanding of financial principles and be able to work effectively across multiple entities.Key...

  • Financial Transaction Specialist

    1 day ago

    Paranaque City, Calabarzon, Philippines beBeeAccountant Full time $45,000 - $70,000

    Financial Transaction SpecialistThe Financial Transaction Specialist will oversee the recording and maintenance of accurate financial transactions, ensuring seamless operations.This role is ideal for meticulous individuals with experience in managing financial records for small to mid-sized businesses.Key Responsibilities:Record and maintain precise...

  • Financial Operations Specialist

    16 hours ago

    Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱350,000 - ₱600,000

    Job OverviewThe role of the Financial Operations Specialist will assist in supporting accounting operations and financial reporting for clients. This is a full-time remote position.Key Responsibilities:Supporting accounting operationsAssisting with financial reportingRequirements:Accounting knowledge and skillsExcellent communication and organizational...

  • Financial Operations Specialist

    2 days ago

    Paranaque City, Calabarzon, Philippines beBeeAccounting Full time A$18,000 - A$24,000

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled and experienced Financial Operations Specialist to oversee and manage our company's financial records, ensuring accuracy, compliance, and timely reporting. This role will appeal to a well-versed and experienced professional who is looking to further their career in a well-established...

  • Opportunity for a Skilled Financial Advisor

    2 weeks ago

    Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000

    Financial Advisor Job DescriptionWe're seeking a skilled Financial Advisor to join our team. As a key member, you'll provide personalized financial planning services to clients, helping them achieve their goals.Responsibilities:Conduct needs analysis to identify clients' financial objectivesDevelop and implement comprehensive financial plans tailored to each...

  • Financial Operations Specialist

    1 day ago

    Paranaque City, Calabarzon, Philippines beBeeBookkeeper Full time ₱360,000 - ₱480,000

    Job Title: Financial Operations SpecialistWe are seeking a highly organized and detail-oriented financial professional with expertise in QuickBooks to join our organization.The ideal candidate will possess strong analytical skills, excellent communication abilities, and the capacity to work independently. They will be responsible for maintaining accurate...