Financial Services Liaison

1 day ago

Marikina City, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱450,000
Appointment Setting Opportunity

As a key first point of contact for potential clients, you will play a vital role in bridging the gap between individuals seeking financial clarity and our team of experts. Through thoughtful outreach and financial awareness, you'll establish connections that align client needs with our personalized services.

Key Responsibilities:
  • Conduct proactive outbound outreach (calls, emails, CRM-driven communications) to prospective 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.
  • Collaborate across teams to align messaging and improve conversion effectiveness.
  • Provide a friendly introduction to our company's offerings.
Requirements:
  • 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 individual financial 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:

We provide competitive hourly rates, flexible work-from-home setup, training, and opportunities to grow into broader client-facing or advisory roles.

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