Financial Service Representative

1 day ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeAppointment Full time ₱800,000 - ₱1,500,000
Job Summary

We are seeking an appointment setter to play a crucial role in connecting potential clients with expert financial advisors. This is a unique opportunity for individuals who enjoy building relationships and providing exceptional customer service.

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

The ideal candidate will have strong communication skills, be able to work independently, and be proficient in CRM and communication software.

Requirements:
  • Proven experience in cold calling and appointment setting
  • Strong phone communication and relationship-building skills
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software

This is a full-time remote position, requiring 40 hours of work per week.

Benefits:

This permanent work-from-home position offers flexibility and stability.

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