Financial Appointment Specialist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeAppointment Full time ₱800,000 - ₱1,200,000

At Home Advantage, we seek a highly skilled and client-centric Appointment Coordinator. This role is ideal for individuals who are passionate about helping others achieve financial clarity. The successful candidate will serve as the initial point of contact for potential clients, bridging the gap between those seeking financial guidance and our expert team.

Key Responsibilities
  • Conduct proactive outbound outreach through calls, emails, and CRM-driven communications to prospective 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 with various teams (marketing, advisory, property specialists) to align messaging and enhance conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage services.
Requirements
  • 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 personal finance concepts.
  • 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 complex concepts approachable.

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