Financial Services Representative

1 day ago

Makati City, National Capital Region, Philippines beBeeAppointment Full time ₱2,280,000 - ₱3,240,000
Appointment Setter

Are you a skilled communicator looking for a challenging role where you can leverage your expertise to connect people with expert financial advisors? We are seeking an Appointment Setter to join our team. In this position, you will be responsible for conducting cold outreach to potential clients, qualifying prospects, and scheduling high-quality appointments for financial advisor meetings.

Key Responsibilities:
  • Conduct outbound calls to potential clients from provided lists
  • Qualify leads based on established criteria
  • Book quality appointments for financial advisor sessions
  • Keep prospects informed about the next steps in the process
Requirements:
  • Proven experience in appointment setting and cold calling
  • Strong phone communication and relationship-building skills
  • Ability to work independently while following established processes
  • Excellent time management and organization abilities
What You'll Get:
  • HMO coverage for eligible locations
  • Permanent remote work arrangement
  • Steady freelance job opportunities

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