Financial Services Liaison

2 days ago

Manila, National Capital Region, Philippines beBeeAmbassador Full time ₱1,500,000 - ₱3,500,000

Financial Service Ambassador

We seek a skilled professional to establish connections between prospective clients and our expert financial team.

Key Responsibilities:

  • Conduct proactive outreach initiatives via calls, emails, and CRM-driven communications to potential 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

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 local retirement 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

What We Offer:

  • Competitive hourly rates, with performance incentives tied to successful bookings
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions
  • Training to deepen understanding of financial services, property insight, and wealth creation methods
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience

Make a Meaningful Impact: You'll help individuals gain financial confidence and more secure futures. As a key first touchpoint, you will help bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.

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