Financial Services Marketing Assistant

7 days ago

Davao City, Davao, Philippines beBeeVirtual Full time $10,000 - $12,000

About this role:

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  • Seeking a skilled and experienced Virtual Assistant to support our marketing efforts.
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Job Overview:

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The successful candidate will work as a marketing assistant to provide financial services for small business owners and their employees.

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About the Role:

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We specialize in retirement income planning, focusing on the income phase of life rather than accumulation.

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Our approach combines financial, legal, and tax expertise under one roof to deliver comprehensive advice with full cost transparency.

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Key Responsibilities:

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  • Make outbound calls to business owners to introduce services and generate interest.">
  • Deliver compelling value propositions in a natural, conversational tone.">
  • Schedule discovery calls for interested prospects on our calendar.">
  • Use our CRM system to manage contact lists, track interactions, and run email outreach sequences.">
  • Follow up with prospects via phone and email to maintain engagement.">
  • Record detailed call notes and track progress toward outreach and appointment-setting goals.">
  • Confidently address objections or concerns raised by business owners.">
  • Work closely with us to refine scripts, messaging, and outreach strategy.">
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Qualifications & Skills:

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  • Excellent conversational English with a neutral or minimal accent.">
  • Prior experience in outbound sales, telemarketing, or business development.">
  • Proficiency with CRM systems.">
  • Strong interpersonal and rapport-building skills.">
  • Confident in handling challenging conversations while remaining professional.">
  • Self-motivated and results-driven.">
  • Able to work U.S. Eastern Time business hours.">
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Requirements:

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  • C1 English level is required.">
  • A minimum of 20 hours per week commitment is required.">
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What We Offer:

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  • A competitive monthly pay rate.">
  • Commission and bonuses.">

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