Retirement Income Specialist

2 weeks ago

Porac, Philippines beBeeOutboundSales Full time ₱9,600
Retirement Income Specialist

The client focuses on creating a secure and sustainable income stream for clients in the post-accumulation phase of life. This involves assessing each individual's current financial situation, identifying gaps or opportunities, and providing clear guidance to achieve their goals.

As a trusted advisor, they combine financial, legal, and tax expertise to deliver comprehensive advice with full transparency. The goal is to provide a trust-driven alternative to larger firms, offering personalized support and guidance to clients.

Key Responsibilities:

  • Engage with business owners to introduce services and generate interest through outbound calls.
  • Deliver compelling value propositions in a conversational tone that resonates with prospects.
  • Schedule discovery calls for interested individuals on their calendar.
  • Utilize CRM systems to manage contact lists, track interactions, and run email outreach sequences.
  • Follow up with prospects via phone and email to maintain engagement and build relationships.
  • Record detailed call notes and track progress toward outreach and appointment-setting goals.
  • Craft effective responses to address objections or concerns raised by business owners.
  • Collaborate with the client to refine scripts, messaging, and outreach strategy.

Qualifications & Skills:

  • Excellent conversational English with a neutral or minimal accent.
  • Prior experience in outbound sales, telemarketing, or business development.
  • Proficiency with CRM systems, preferably Apollo CRM.
  • Strong interpersonal and rapport-building skills.
  • Confident in handling challenging conversations while maintaining professionalism.
  • Self-motivated and results-driven.
  • Able to work U.S. Eastern Time business hours.

Familiarity with organizational tools and attention to detail are also essential for success in this role.

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