Financial Advisor Appointment Specialist

1 day ago

General Santos, Soccsksargen, Philippines beBeeAppointment Full time $50,000 - $80,000
Financial Advisor Appointment Setter

This is an exciting role where you'll be the crucial first point of contact for individuals seeking to secure their financial future.

You will connect potential clients with expert financial advisors who can transform their financial outlook.

This position offers a perfect blend of relationship building and strategic communication, with performance-based incentives that reward your success.

Main Responsibilities:
  • Conduct cold outreach to potential clients from provided lists
  • Qualify prospects according to established parameters
  • Schedule quality appointments for financial advisor meetings
  • Inform prospects about next steps in the process
  • Follow prescribed processes for appointment setting
  • Maintain consistent communication within a designated time zone
  • Track and report on outreach activities and success metrics
Key Requirements:
  • Proven experience in cold calling and appointment setting
  • Strong phone communication and relationship-building skills
  • Ability to work full-time (40 hours per week)
  • Excellent time management and organization abilities
  • Professional demeanor and articulate communication style
  • Basic understanding of financial services industry (preferred)
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software
Benefits:

This position offers a range of benefits, including:

  • Performance-based incentives
  • Ongoing training and development opportunities
  • A dynamic and supportive team environment

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