Appointment Connection Specialist

2 days ago

San Fernando, Central Luzon, Philippines beBeeAppointmentSetter Full time ₱40,000 - ₱80,000

As a bridge between individuals seeking financial clarity and our expert team, you will help connect prospective clients with the right services.

Key Responsibilities:

  • Conduct proactive outreach to potential clients through 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

  • 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 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.

Benefits

  • Competitive 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 into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: help clients gain financial confidence and more secure futures.

Financial Professional Needed

As a key player in connecting clients with our services, you will play a vital role in helping individuals achieve their financial goals.

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