Financial Opportunity Representative

17 hours ago


Manila, National Capital Region, Philippines beBeeFinancial Full time ₱500,000 - ₱1,000,000
Financial Opportunity Representative

This role is a pivotal starting point for individuals seeking to enhance their financial well-being.

Job Overview

As a Financial Opportunity Representative, you will connect potential clients with experienced financial advisors who can transform their financial outlook. This position offers the ideal blend of relationship building and strategic communication, with performance-based incentives that reward your success.

Key Responsibilities
  • Conduct targeted outreach to potential clients from provided lists
  • Evaluate prospects based on established criteria
  • Schedule quality meetings for financial advisor consultations
  • Inform prospects about next steps in the process
  • FOLLOW prescribed procedures for securing financial opportunities
  • Maintain consistent communication within a designated time zone
  • Track and report on outreach activities and key performance metrics

Please note that this is a permanent remote position. Candidates must have their own computer and internet connection and handle their benefits and taxes as independent contractors.



  • Manila, National Capital Region, Philippines Spring Financial Full time

    OverviewJoin to apply for the Customer Service Representative role at Spring Financial.This is a full-time permanent, overnight, work-from-home position.Compensation & BenefitsMonthly Salary: ₱25,200-₱32,000Monthly Employee Recognition Awards up to ₱4,000Internet Reimbursement up to ₱2,000 Per MonthAnnual Paid Company OutingPaid Time Off Up to 8...


  • Manila, National Capital Region, Philippines Manulife Financial Full time

    OverviewThe Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/she will work in coordination with branch Sales and Service teams, and we are looking for a dynamic individual with an independent mindset and drive to succeed.ResponsibilitiesThe Financial Sales Associate is responsible for providing life...


  • Manila, National Capital Region, Philippines beBeeCustomerService Full time ₱800,000 - ₱1,500,000

    Job Summary:We are seeking a skilled and customer-focused individual to fill our Customer Service Representative role. As a representative, you will be responsible for providing exceptional service through various communication channels.Key Responsibilities:Follow established procedures to ensure timely resolution of customer inquiries.Recognize and escalate...


  • Manila, National Capital Region, Philippines beBeeJob Full time $7,000 - $11,000

    Customer Service Representative OpportunityWe are seeking a Customer Service Representative to join our team. In this role, you will be responsible for providing exceptional customer service to clients via phone, email, and chat. Your primary goal will be to resolve customer issues in a timely and professional manner.You will work closely with our internal...


  • Manila, National Capital Region, Philippines beBeeAccount Full time ₱800,000 - ₱1,200,000

    SMB Growth Account Representative OpportunityThis is an exciting opportunity to join our team as a SMB Growth Account Representative. We are seeking a highly motivated and experienced individual who can drive business growth and expand our customer base in the Small to Medium-sized business space.The ideal candidate will have a strong background in sales and...


  • Manila, National Capital Region, Philippines beBeeRepresentative Full time ₱1,500,000 - ₱2,500,000

    Job TitleAs a bank representative, you will handle administrative and financial responsibilities by supporting branch business. This role offers an opportunity for career growth, providing valuable corporate experience and learning from seasoned professionals in a competitive field.Process financial transactions daily within service standards (deposits,...


  • Manila, National Capital Region, Philippines beBeeFinance Full time ₱30,000 - ₱50,000

    Job Title: Business Development SpecialistThis role is ideal for a driven individual with a passion for sales and customer engagement. As a Business Development Specialist, you will be responsible for promoting our services to target audiences and meeting assigned sales Key Performance Indicators (KPIs).">Key Responsibilities:Develop and promote our...


  • Manila, National Capital Region, Philippines Private Advertiser Full time

    The Owner's Representative will act on behalf of the hotel owner to oversee the planning, development, and operations of hotel and leased properties (projects). This role ensures that the owner's vision, financial interests, and quality expectations are met.Key ResponsibilitiesProject ManagementOversee hotel and property development or renovation projects...


  • Manila, National Capital Region, Philippines beBeeCustomer Full time ₱150,000 - ₱250,000

    Job DescriptionWe are seeking a highly motivated Customer Service Account Representative to join our team. As a Customer Service Account Representative, you will be responsible for providing exceptional customer service and support to our clients.Required Skills and QualificationsExcellent communication skillsAble to work in a fast-paced environmentFriendly...


  • Manila, National Capital Region, Philippines beBeeCustomer Full time ₱30,000 - ₱60,000

    Job OpportunityWe are seeking a highly skilled and enthusiastic customer service representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients through phone calls, written correspondence, and other communication channels.Main Responsibilities:Responding to customer...