Appointment Facilitator

23 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱350,000 - ₱500,000

Job Overview:

You will play a pivotal role in connecting individuals seeking financial clarity with our team of experts. Through thoughtful outreach and awareness, you'll facilitate appointments that align client needs with our personalized services.

Key Responsibilities:

  • Conduct proactive outbound outreach (calls, emails, CRM-driven communications) to potential clients to understand their financial goals and retirement concerns.
  • Qualify prospects by understanding their wealth-building interests and 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 and collaborate across teams to improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage's offerings.

Required Skills and Qualifications:

  • 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 local 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.

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

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