External Outreach Coordinator

1 day ago

Baguio City, Cordillera, Philippines beBeeFinancial Full time ₱3,000,000 - ₱5,000,000
Outbound Engagement Specialist

We are seeking a highly motivated Outbound Engagement Specialist to bridge the gap between individuals seeking financial clarity and our expert team.

Key Responsibilities:

  • Proactively conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers or coaches.
  • Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with warm leads to ensure engagement and appointment attendance.
  • Collaborate across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage and what we offer.

What We're Looking For:

  • Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of Kiwi retirement concerns.
  • Excellent communication skills—warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.
  • Able to adapt communication to various levels of financial literacy, making concepts approachable.

Benefits:

  • Competitive hourly rates, with performance incentives tied to successful bookings.
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions.
  • Training to deepen understanding of financial services, property insight, and wealth creation methods.
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: you'll help Kiwis gain financial confidence and more secure futures.

About This Role:

This is an excellent opportunity to leverage your expertise and passion for financial services to drive business growth. As an Outbound Engagement Specialist, you will play a critical role in building relationships, identifying new opportunities, and delivering exceptional client experiences.

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