Financial Outreach Specialist

2 days ago

Pasig, National Capital Region, Philippines beBeeAppointment Full time ₱19,800 - ₱25,120

Job Role

We seek an individual to bridge the gap between individuals seeking financial clarity and our expert team. This role involves proactive outreach and financial awareness to set appointments that align client needs with our personalized services.

Key Responsibilities

  • Conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients to understand 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.

Requirements

  • Previous experience in appointment setting, 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.
  • Able to adapt communication to various levels of financial literacy, making concepts approachable.

Benefits

  • Competitive hourly rates, with performance incentives tied to successful bookings.
  • Flexible work 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.
  • Make a meaningful impact: help clients gain financial confidence and more secure futures.

  • Healthcare Outreach Specialist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeOutreach Full time ₱1,440,000 - ₱2,040,000

    About the RoleWe are seeking a highly skilled and experienced Healthcare Outreach Specialist to join our team. As a key member of our outreach efforts, you will be responsible for identifying and building relationships with healthcare professionals across various specialties.Your primary objective will be to design and execute targeted outreach campaigns...

  • Strategic Outreach Coordinator

    2 days ago

    Pasig, National Capital Region, Philippines beBeeGeneration Full time ₱20,000 - ₱25,000

    Job Title: Lead Generation SpecialistAbout This Role:We are seeking a highly skilled and well-seasoned Lead Generation Specialist with exceptional English communication skills, both verbal and written, to support our outreach and appointment-setting efforts.The ideal candidate will be experienced in crafting email blasts, LinkedIn outreach, and booking...

  • Outreach Specialist

    1 week ago

    Pasig, National Capital Region, Philippines Eastvantage Full time $60,000 - $80,000 per year

    As a Lead Generation Specialist, you will play a pivotal role in discovering, assessing, and cultivating relationships with potential clients. Acting as the primary touchpoint for prospects, you will represent the value of our AI solutions while fostering connections that drive business growth. Collaborating closely with the sales team, you will ensure a...

  • Healthcare Outreach Strategist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeClinical Full time ₱7,200 - ₱7,800

    Senior Clinical Outreach Campaign LeadWe are a fast-moving clinical research organization working on high-impact diagnostics trials. We require a systems-minded operator to own and run our site outreach campaigns, identifying the right doctors, building precision-targeted lead lists, and running outreach end-to-end.You will also manage and coach a support...

  • Healthcare Outreach Specialist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeMedical Full time $60,000 - $85,000

    Job OverviewThe Sales Development Representative is a crucial role in driving outreach to physicians, healthcare providers, and medical equipment distributors in the U.S. This position involves high-volume, multi-channel outreach and consistent account management to ensure strong engagement and follow-through.

  • Sales Outreach Specialist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeAppointment Full time ₱750,000 - ₱1,500,000

    Job Title: Sales Outreach SpecialistThis role involves making outbound calls to potential clients, setting appointments, and supporting our sales team.About the Role:The ideal candidate will have experience in appointment-setting and possess excellent communication skills. They should be able to articulate value propositions clearly and work well with...

  • Sales Outreach Specialist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeDevelopment Full time $45,000 - $75,000

    Role OverviewThis Sales Development Representative role will involve acting as the primary point of contact with potential customers. The key responsibility is to generate and qualify leads through targeted outreach and strategic prospecting.

  • Marketing and Outreach Strategist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeSustainability Full time ₱3,000,000 - ₱6,000,000

    Job OpportunityAbout us:We are a leading HR and remote talent management partner, connecting talented individuals with global opportunities in high-growth startups and dynamic companies.Our clients include pioneering sustainable travel and events companies specializing in bespoke journeys with purpose.As a socially responsible business, we design luxury and...

  • Digital Outreach Professional

    2 days ago

    Pasig, National Capital Region, Philippines beBeeLinkBuilder Full time ₱40,000 - ₱65,000

    Middle link building specialists work with media resources and established contacts to secure high-quality backlinks for website traffic and search engine rankings.Key ResponsibilitiesLink Placement Execution: Achieve 20-30 high-quality backlinks through different types of submissions such as link insertion, guest posts, crowd links, and press releases.Media...

  • University Outreach Specialist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeCeliactargeter Full time $32,768 - $55,536

    Job OverviewWe are seeking a detail-oriented and persistent outreach professional to support the launch of a platform dedicated to helping students with celiac disease navigate college dining and campus living.Key ResponsibilitiesIdentify and connect with campus dining professionals across U.S. colleges and universities to schedule video interviews and...