Financial Opportunity Creator

1 day ago

Lipa City, Calabarzon, Philippines beBeeAppointment Full time $45,000 - $60,000

Are you passionate about helping individuals and families achieve their financial goals? Do you possess exceptional communication skills and a strong work ethic?

As an Appointment Setter, you will play a crucial role in connecting potential clients with expert financial advisors who can provide them with comprehensive planning and protection strategies.

Job Description

This is a remote position that offers the perfect blend of relationship building and strategic communication. You will be responsible for conducting cold outreach to potential clients, qualifying prospects according to established parameters, scheduling quality appointments for financial advisor meetings, and informing prospects about next steps in the process.

Responsibilities
  • Conduct thorough research on potential clients to identify their needs and preferences
  • Develop and execute effective outreach strategies to engage potential clients
  • Schedule high-quality appointments for financial advisor meetings
  • Provide excellent customer service and support to clients throughout the appointment setting process
  • Track and report on outreach activities and success metrics
Requirements
  • Proven experience in appointment setting and cold calling
  • Exceptional phone communication and relationship-building skills
  • Ability to work independently while following established processes
  • Strong organizational and time management skills
  • Professional demeanor and articulate communication style
  • Basic understanding of the financial services industry
Benefits
  • Permanent remote work arrangement
  • Competitive hourly rates
  • Opportunity to work with a dynamic team focused on helping individuals achieve their financial goals

Join our team of dedicated professionals and take the first step towards a rewarding career in finance.

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