Financial Planning Coordinator

2 days ago

Marikina City, National Capital Region, Philippines beBeeAppointment Full time ₱1,500,000 - ₱2,000,000
Appointment Setting Specialist

Join a dynamic team of professionals who help individuals and families achieve their financial goals through comprehensive planning and protection strategies.

The Appointment Setting Specialist will be the crucial first point of contact for potential clients seeking to secure their financial future. The role involves connecting prospects with expert financial advisors who can transform their financial outlook.

This is a remote position that offers the perfect blend of relationship building and strategic communication, with performance-based incentives that reward your success. You'll work independently while following established processes, utilizing client-provided software and tools.

Key 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 the Mountain Time zone
  • Track and report on outreach activities and success metrics

Required Skills and Qualifications:

  • 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:

  • HMO coverage for eligible locations
  • Permanent work from home
  • Immediate hiring
  • Steady freelance job

Please note that this is a permanent work-from-home position and an 'Independent Contractor' arrangement. Candidates must have their own computer and internet connection, handle their benefits and taxes, and work at hourly rates depending on their performance during the application process.

This is a fantastic opportunity to join a thriving financial advisory practice and contribute to helping people achieve their financial goals.

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