Appointment Setter

2 days ago


Pasay, National Capital Region, Philippines beBeeAppointment Full time $50,000 - $60,000

Unlock a new career opportunity as an Appointment Setter. In this exciting role, you will be the crucial first point of contact for individuals seeking to secure their financial future.

As an Appointment Setter, you will connect potential clients with expert financial advisors who can transform their financial outlook. This position offers the perfect blend of relationship building and strategic communication, with performance-based incentives that reward your success.

Job Responsibilities
  • Conduct thorough cold outreach to potential clients from provided lists
  • Qualify prospects according to established parameters
  • Schedule high-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 is essential
  • Strong phone communication and relationship-building skills are required
  • Ability to work full-time (40 hours per week) with excellent time management and organization abilities
  • Professional demeanor and articulate communication style are necessary
  • Basic understanding of the financial services industry is preferred
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software is a must
Benefits
  • Comprehensive benefits package, including HMO coverage for eligible locations
  • Permanent work-from-home arrangement
  • Immediate hiring and steady freelance job opportunities

This is a remote position, allowing you to work from anywhere with a reliable internet connection. As a result, you will be responsible for handling your own computer, internet costs, benefits, and taxes. Your professional fees will be paid at hourly rates, which depend on your performance during the application process.


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