Connection Specialist

1 week ago

Hagonoy, Central Luzon, Philippines beBeeAppointment Full time ₱3,532,500 - ₱4,730,000

Job Title: Connection Specialist

Key Responsibilities:
  • Conduct outbound 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

Benefits:

  • Competitive hourly rate structure based on performance
  • Opportunity for advancement and professional growth
  • Remote work arrangement with flexibility to manage work schedule

Requirements:

  • Proven experience in cold calling and appointment setting
  • Strong phone communication and relationship-building skills
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software

Scope:

  • Full-time position with 40 hours of work per week
  • Operating in the Mountain Time zone
  • Direct reporting to financial advisor

As an Appointment Setter, you will be the crucial first point of contact for individuals seeking to secure their financial future. Your key responsibilities will include conducting outbound outreach to potential clients, qualifying prospects, scheduling quality appointments, and informing prospects about next steps.

The ideal candidate will have a proven track record in cold calling and appointment setting, strong phone communication and relationship-building skills, and the ability to work independently while following established processes.

This is a remote work opportunity that offers flexibility to manage your work schedule while being part of a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies.

Apply now and take the first step towards a rewarding career as an Appointment Setter

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