Transforming Futures as an Appointment Setter

1 week ago

Tanauan, Calabarzon, Philippines beBeeAppointment Full time $45,000 - $60,000

Job Title: Appointment Setter

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Join a financial services company to secure the financial future of individuals seeking expert advice. As an Appointment Setter, you will connect potential clients with professional financial advisors who can transform their outlook.

Key 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.
Required Skills and Qualifications:
  • 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.
Benefits:
  • Flexible remote work arrangement.
  • Performance-based bonus structure.
  • Direct reporting to financial advisor.
  • HMO coverage for eligible locations.

As an Independent Contractor, candidates must have their own computer and internet connection, handle their benefits and taxes, and perform at hourly rates that depend on their performance during the application process.

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