Financial Services Representative

1 week ago

Hagonoy, Central Luzon, Philippines beBeeClient Full time ₱54,000 - ₱81,000
Appointment Setter

 

A dynamic Appointment Setter is sought to play a key role in connecting individuals seeking financial clarity with our expert team. Through thoughtful outreach and financial awareness, you will set appointments that align client needs with our personalized services.

  • Conduct outbound outreach via calls, emails, or 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.
  • Provide a friendly, client-centric introduction to our services.

Required Skills & Qualifications

Previous experience in appointment setting, telemarketing, or client outreach is essential, preferably within financial services, accounting, real estate, or wealth coaching.

  • Passion for financial wellness and understanding of Kiwi retirement concerns.
  • 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.
  • Able to adapt communication to various levels of financial literacy.

Benefits

We offer:

  • 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 into broader client-facing or advisory roles as you gain knowledge and experience.
  • The chance to make a meaningful impact: helping Kiwis gain financial confidence and more secure futures.

Grow with Us

  • Financial Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomerCare Full time ₱1,000,000 - ₱1,500,000

    Job Title:Customer Care SpecialistAbout UsWe are a leading provider of innovative mobile banking solutions. Our app combines all daily money needs in one place, offering an easy, flexible, and transparent way to manage finances.We strive for excellence and want our employees to achieve their full potential. We provide the tools to learn and develop within...

  • Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeService Full time ₱1,694,800 - ₱2,564,400

    Customer Service Representative JobWe're seeking a talented Customer Service Representative to join our team. In this role, you will be responsible for handling customer inquiries and resolving issues in a professional and timely manner.Key Responsibilities:Respond to customer inquiries via phone, email, or chat.Resolve customer complaints and issues in a...

  • Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomer Full time ₱200,000 - ₱300,000

    Job Description:MCI is a leading provider of tailored solutions to meet the diverse needs of clients. With a commitment to excellence and a focus on innovation, we have established ourselves as a trusted partner in the industry.We are seeking a friendly and reliable customer service representative to support our clients in a contact center. The ideal...

  • Bilingual Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeJob Full time ₱600,000 - ₱1,200,000

    Customer Service Representative OpportunityWe are seeking skilled customer service representatives to provide outstanding support to our clients. As a bilingual representative, you will be responsible for handling inbound and outbound calls in English and Spanish.Key Responsibilities:Handle customer inquiries, resolve issues, and provide...

  • Remote Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomerService Full time ₱100,000 - ₱120,000

    Customer Service Representative PositionWe are seeking a highly skilled and customer-focused individual to handle incoming calls, resolve issues efficiently, and provide exceptional service.The ideal candidate will possess previous call center experience, strong communication skills, and the ability to work in a fast-paced environment. Proficiency in English...

  • Remote Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomer Full time ₱1,000,000 - ₱1,200,000

    Remote Customer Service RepresentativeWe are seeking highly motivated and dedicated professionals to fill the role of Remote Customer Service Representative. In this position, you will handle incoming customer inquiries, proactively engage with existing customers, and promote new products and services while delivering exceptional customer service.Main...

  • Client Services Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeClientServices Full time ₱2,700,000 - ₱4,500,000

    We are seeking a highly skilled Client Services Representative to join our team. As the primary point of contact for business clients, you will be responsible for providing timely and professional support via email, chat, and phone.Key Responsibilities:Act as the front line for business clients, handling incoming support inquiries with professionalism,...

  • Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeSupport Full time $10,800

    As a key member of our team, you will be responsible for delivering exceptional customer service to our clients. You will work in a fast-paced environment handling phone calls, live chats, and emails simultaneously.Key ResponsibilitiesWork Schedule: US Hours (EST)Work Setup: Remote | Independent ContractorEmployment Type: Full-Time | Long-Term...

  • Patient Service Representative Specialist

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomerService Full time ₱400,000 - ₱600,000

    Job Title: Patient Service RepresentativeWe are seeking an experienced and detail-oriented representative to join our remote team, specializing in family medicine and internal medicine support. In this role, you will provide exceptional customer service to patients over the phone, schedule appointments, verify insurance coverage, and maintain accurate...

  • Remote Customer Service Representative

    1 week ago

    Hagonoy, Central Luzon, Philippines beBeeCustomer Full time ₱100,000 - ₱120,000

    Job OpportunityAre you a customer-centric professional with excellent communication skills? We're seeking an enthusiastic representative to provide top-notch service for our clients.Provide exceptional customer service via inbound and outbound calls, emails, or chatsProactively reach out to existing customers to promote new products and servicesHandle...