
Financial Appointment Coordinator
1 day ago
This is an exciting role where you will be the crucial first point of contact for individuals seeking to secure their financial future. As a Financial Appointment Coordinator, you will connect potential clients with expert financial advisors who can transform their financial outlook.
You will conduct cold outreach to potential clients from provided lists, qualify prospects according to established parameters, schedule quality appointments for financial advisor meetings, and inform prospects about next steps in the process.
The ideal candidate will have proven experience in cold calling and appointment setting, strong phone communication and relationship-building skills, and excellent time management and organization abilities.
Responsibilities- Conduct cold 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
Please note that this is a permanent work-from-home position and an 'Independent Contractor' arrangement. The candidate must have their own computer and internet connection and handle their benefits and taxes.
Requirements- Proven experience in cold calling and appointment setting
- Strong phone communication and relationship-building skills
- Ability to work full-time (40 hours per week)
- Excellent time management and organization abilities
- Professional demeanor and articulate communication style
- Full-time position (40 hours per week)
- Remote work arrangement
- Performance-based bonus structure
- Direct reporting to financial advisor
- Responsible for end-to-end appointment setting process
- Focusing on quality of appointments over quantity
-
Remote Appointment Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeAppointment Full time ₱200,000 - ₱300,000Appointment Setter RoleWe are seeking an ambitious and results-driven professional to take on the role of Appointment Setter. The ideal candidate will be responsible for connecting with potential clients, scheduling appointments, and supporting our sales team.This is a great opportunity for individuals who enjoy working in customer-facing roles, have...
-
Treatment Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeDental Full time ₱380,000 - ₱490,000Job Description:\The role of a Treatment Coordinator involves ensuring seamless patient care and coordination. This position requires exceptional organizational skills, clear communication, and a patient-focused approach to manage treatment plans and provide administrative support.\This includes scheduling and coordinating treatment appointments and...
-
Financial Operations Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeAccounting Full time $40,000 - $50,000Job Title: Financial Operations CoordinatorJob Description:We are seeking a highly skilled Financial Operations Coordinator to manage daily accounting operations, including reconciliations, payables, and receivables. The ideal candidate will have strong analytical skills and attention to detail, with the ability to work accurately and efficiently under...
-
Financial Operations Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeAccounting Full time ₱350,000 - ₱500,000Job Title:Financial Operations CoordinatorDescription:The Financial Operations Coordinator plays a pivotal role in delivering exceptional financial services to clients by ensuring accurate, timely, and efficient full-service accounting.Key Responsibilities:Process bank feeds, reconciliations, and credit card transactions for multiple clients.Assist with...
-
Remote Roofing Operations Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeRoofing Full time ₱35,000 - ₱50,000Job SummaryThis role offers an exciting opportunity to work closely with experienced professionals while gaining hands-on experience in performing support and administrative tasks specific to the construction and roofing sectors.Key Responsibilities:Manage office communications, including answering phone calls and handling customer inquiries related to...
-
Financial Connection Specialist
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeCommunication Full time ₱750,000 - ₱900,000Business Development RepresentativeThe role of a Business Development Representative is to establish initial contact with potential clients and set up meetings between them and our financial experts. This position requires a deep understanding of the financial services industry and its needs.Key responsibilities include conducting outreach efforts through...
-
Property Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeCoordination Full time ₱7,200 - ₱7,800We are currently seeking a diligent Property Coordinator to support our team in managing a diverse portfolio of properties. This role involves a variety of tasks, including property management, data entry, tenant communication, and vendor coordination.Key Responsibilities:Property Management:Assist in property management tasks such as lease administration,...
-
Coordinating Scheduling Expert
9 hours ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeScheduling Full time ₱2,000,000 - ₱2,500,000Job Title:Coordinating Scheduling ExpertJob DescriptionWe are seeking a Coordinating Scheduling Expert to manage patient and nursing scheduling support, resolve issues, and provide direct client-facing communication.This role requires someone confident, personable, and able to handle an after-hours schedule while working...
-
Care Coordination Specialist
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeAdministrative Full time ₱40,000 - ₱60,000Medical Virtual Assistant Job SummaryThis Medical Virtual Assistant role is a critical position that ensures seamless patient intake experiences in the healthcare industry. As a key member of our team, you will be responsible for collecting and verifying patient demographic and insurance information, scheduling appointments with healthcare providers,...
-
Financial Transaction Coordinator
1 day ago
Pulong Santa Cruz, Calabarzon, Philippines beBeeAccounting Full time ₱7,200 - ₱7,800Job OverviewWe are seeking a skilled Accounts Payable Representative to manage vendor payments, ensure accuracy in financial records, and maintain efficient accounts payable processes using tools like QuickBooks Online and Rent Manager.Key ResponsibilitiesProcess and record accounts payable transactions in QuickBooks Online and Rent Manager.Review and verify...