Financial Futures Specialist

1 day ago

Batangas, Calabarzon, Philippines beBeeAppointment Full time ₱1,200,000 - ₱1,600,000

Secure Your Financial Future with Our Appointment Setting Services

About the Role

We are seeking a highly motivated and results-driven individual to join our team as an Appointment Setter. As a crucial first point of contact, you will connect potential clients with expert financial advisors who can transform their financial outlook.

This role offers a perfect blend of relationship building and strategic communication, with performance-based incentives that reward your success. You will work remotely in a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies.

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 Mountain 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 financial services industry (preferred).
  • Ability to work independently while following established processes.
  • Proficiency with CRM and communication software.

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