Remote Financial Connections Specialist

3 days ago

Manila, National Capital Region, Philippines beBeeAppointment Full time ₱6,500,000 - ₱8,500,000
Appointment Setter Position Overview

This role involves connecting individuals seeking financial guidance with expert advisors who can transform their financial outlook.

Key Responsibilities:
  • Conduct targeted outreach to potential clients from provided lists
  • Qualify prospects based on established parameters
  • Schedule high-quality appointments for financial advisor meetings
  • Communicate next steps to prospects and maintain consistent communication within the Mountain Time zone
  • Track and report on outreach activities and success metrics

As a remote worker, you will handle your benefits and taxes. Please note that this is a permanent work-from-home position requiring a reliable computer and internet connection.

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