Financial Services Professional

2 weeks ago

Porac, Philippines beBeeAppointment Full time ₱500,000 - ₱1,000,000

Job Summary:

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We are seeking a Client Connection Specialist to bridge the gap between individuals seeking financial clarity and our expert team. As a key first touchpoint for prospective clients, you will help set appointments that align client needs with our personalized services.

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Key Responsibilities:

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  • Proactively conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients, building strong relationships and fostering trust.">
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests, providing valuable insights to drive business growth.">
  • Schedule consultations with the appropriate financial advisers or coaches, ensuring seamless coordination and effective communication.">
  • Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems, driving efficiency and productivity.">
  • Follow up with warm leads to ensure engagement and appointment attendance, enhancing customer satisfaction and loyalty.">
  • Collaborate across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness, driving business results.">
  • Provide a friendly, client-centric introduction to our services, setting the tone for a positive and engaging experience.">
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Requirements:

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  • Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching—is essential for success in this role.">
  • A passion for financial wellness and understanding of financial concepts is crucial for providing exceptional service and support to clients.">
  • Excellent communication skills—warm, clear, persuasive, and empathetic—are vital for building strong relationships and driving business results.">
  • Proficiency with CRM tools and workflow tracking; strong organizational habits—are necessary for maintaining accurate records and driving efficiency.">
  • Goal-driven, with a track record of meeting outreach or booking targets—is essential for success in this role.">
  • Able to adapt communication to various levels of financial literacy, making concepts approachable—is crucial for providing inclusive and supportive services to clients.">
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What We Offer:

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  • Competitive hourly rates, with performance incentives tied to successful bookings, drive motivation and reward hard work.">
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions, foster a sense of community and connection.">
  • Training to deepen understanding of financial services, property insight, and wealth creation methods, equips professionals with the knowledge and skills needed to excel.">
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience—is available to those who thrive in this environment.">
  • Make a meaningful impact: you'll help individuals gain financial confidence and more secure futures.">
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