Financial Outreach Specialist

7 days ago

Tanauan, Calabarzon, Philippines beBeeAppointments Full time ₱500,000 - ₱1,000,000
Appointment Coordinator

We are seeking a skilled and client-centric Appointment Coordinator to join our team. In this role, you will play a vital part in bridging the gap between individuals seeking financial clarity and our expert team.

  • Proactively conduct outbound outreach (calls, emails, 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 (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage and what we offer.

What We're Looking For

  • 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 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, making concepts approachable.

Advantages & Benefits

  • 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—advance into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: you'll help Kiwis gain financial confidence and more secure futures.

  • Clinical Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeStrategist Full time ₱2,500,000 - ₱3,000,000

    Key Role ResponsibilitiesRapidly activate clinical trials by driving site outreach campaigns from strategy to execution. Identify and target high-impact specialists, build precision-targeted lead lists, and manage end-to-end outreach operations.Develop and execute personalized doctor outreach strategies for trial site activation, leveraging clinical judgment...

  • Academic Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeEducational Full time ₱4,000 - ₱8,000

    ">Academic Outreach Specialist">We're seeking a highly motivated and results-driven Academic Outreach Specialist to guide families through the educational discovery process and convert qualified leads into successful service engagements.">",

  • Healthcare Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeehealthcare Full time ₱639,200 - ₱1,023,200

    Healthcare Outreach Specialist RoleWe are seeking a driven and results-focused individual to help us connect with healthcare practices and other target industries.Key Responsibilities:Making outbound calls to targeted healthcare businesses, including dental, hearing health, physical therapy, and other healthcare-adjacent organizations.Engaging with prospects...

  • Strategic Outreach Professional

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeOutreach Full time $45,000 - $60,000

    Job DescriptionWe are seeking an experienced Outreach Specialist to build and manage relationships with influencers and User-Generated Content (UGC) creators.The successful candidate will be responsible for identifying, recruiting, and collaborating with influencers and UGC creators who align with our brand values and aesthetics.

  • Clinical Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeespecialist Full time ₱800,000 - ₱1,500,000

    Job SummaryRDI is a fast-moving clinical research company working on high-impact diagnostics trials. We are looking for 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.

  • Business Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeLeadGenerator Full time ₱34,000 - ₱56,000

    We are seeking a highly skilled Lead Generator to fuel the top of our sales funnel.As a Lead Generator, you will be responsible for identifying and engaging with HR and executive-level decision-makers, converting them into qualified meetings that drive new client partnerships.This is a high-impact, high-autonomy position at a fast-growing firm where your...

  • Business Development Outreach Expert

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeLeadGenerator Full time $5,000 - $10,000

    Lead Generation Specialist Role OverviewAbout This RoleAt Virtual Sidekicks, we specialize in connecting businesses with skilled virtual assistants to help them thrive and scale. Our team is currently recruiting a Lead Generation Specialist to support clients in expanding their sales pipelines through targeted outreach and relationship-building.This role...

  • Real Estate Acquisition and Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeColdCalling Full time $7,200 - $7,800

    This is a unique opportunity to capitalize on your communication skills and drive business growth in the dynamic wholesale real estate sector. As our dedicated Cold Calling Specialist, you will be responsible for identifying and securing potential property deals through targeted outreach efforts.Key Responsibilities:Make outbound calls to property owners...

  • Operations Financial Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAnalysis Full time $18,000 - $20,400

    Financial Analysis Expert">Job DescriptionThis position involves analyzing financial data from Excel files and Confidential Information Memorandums (CIMs) to identify trends and patterns. The ideal candidate will have a strong understanding of financial analysis, particularly in reviewing company financials and understanding business models.The successful...

  • AI Outreach Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAI Full time $50,000 - $80,000

    Job DescriptionAs a Business Development Representative, you will be responsible for turning curiosity about safe AI into qualified opportunities. You will work closely with our AI Safety Services team to help model builders ship responsibly without losing speed.Your primary goal is to fill the funnel by consistently hitting monthly targets for...