Financial Futures Advisor

6 days ago

Sorsogon, Bicol, Philippines beBeeSetter Full time ₱38,000 - ₱53,000
Appointment Setter Opportunity

Secure the financial futures of individuals by connecting them with expert advisors. As an Appointment Setter, you'll be the first point of contact for potential clients seeking comprehensive financial planning and protection strategies.

This is a remote opportunity where you'll work independently, leveraging your relationship-building skills to schedule high-quality appointments for financial advisor meetings. Your performance will be measured by the quality of appointments rather than quantity.

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 designated time zone
  • Track and report on outreach activities and success metrics
Requirements
  • 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 the financial services industry
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software
Benefits
  • HMO coverage for eligible locations
  • Permanent work-from-home arrangement
  • Immediate hiring

Please note that candidates must have their own computer and internet connection, handle their benefits and taxes, and work as an independent contractor.

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