Grow Your Career as a Financial Expert

7 days ago

Dumaguete, Central Visayas, Philippines beBeeClientEngagement Full time ₱500,000 - ₱1,000,000

**Job Title:** Client Engagement Specialist

We are seeking an experienced professional to fill the role of Client Engagement Specialist. This key position plays a vital part in bridging the gap between individuals seeking financial clarity and our expert team.

**Key Responsibilities:

  • Conduct outbound outreach via phone calls, emails, and 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 advisors 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.

**Required Skills and Qualifications:

  • Previous experience in appointment setting, telemarketing, or client outreach, preferably within financial services, accounting, real estate, or wealth coaching.
  • A genuine passion for financial wellness and a basic understanding of financial concepts.
  • Exceptional communication skills - warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • A proven track record of meeting outreach or booking targets.

**What We're Looking For:

  • An individual who is results-driven and committed to delivering exceptional outcomes.
  • A team player who can work effectively in a dynamic environment.
  • A strategic thinker who can analyze situations and develop effective solutions.

**Why Choose Us:

We offer a supportive and collaborative work environment that fosters growth and development. Our team is dedicated to helping individuals achieve their financial goals, and we're looking for like-minded professionals to join us on this journey.

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