Professional Financial Advisor

1 week ago

Biñan, Calabarzon, Philippines beBeeFinancial Full time ₱840,000 - ₱1,240,000

You will play a pivotal role in bridging the gap between individuals seeking financial clarity and our expert team.

Job Overview
  • Conduct proactive outreach to potential clients via calls, emails, and CRM-driven communications.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers 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.
What We're Looking For
  • Prior experience in appointment setting, telemarketing, or client outreach is preferred, especially within financial services, accounting, real estate, or wealth coaching.
  • A passion for financial wellness and an understanding of Kiwi retirement concerns are essential.
  • Excellent communication skills, including warmth, clarity, persuasion, and empathy, are required.
  • Proficiency with CRM tools and workflow tracking, along with strong organizational habits, is necessary.
  • A goal-driven individual with a track record of meeting outreach or booking targets is ideal.
  • The ability to adapt communication to various levels of financial literacy, making concepts approachable, is crucial.

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