Retirement Income Planning Professional

7 days ago

Angeles City, Central Luzon, Philippines beBeeProfessional Full time ₱261,600 - ₱3,448,000
Job Overview

The client specializes in retirement income planning, focusing on the income phase of life rather than accumulation.

They help clients build lifetime income streams that protect against risk, keep pace with inflation, and contribute to a meaningful family or community legacy.

As a family-run advisory firm, they combine financial, legal, and tax expertise under one roof to deliver comprehensive advice with full cost transparency.

Key Responsibilities
  • Make outbound calls to business owners to introduce services and generate interest.
  • Deliver compelling value propositions in a natural, conversational tone.
  • Schedule discovery calls for interested prospects on the client's calendar.
  • Use CRM software to manage contact lists, track interactions, and run email outreach sequences.
  • Follow up with prospects via phone and email to maintain engagement.
  • Record detailed call notes and track progress toward outreach and appointment-setting goals.
  • Confidently address objections or concerns raised by business owners.
Qualifications & Skills
  • Excellent conversational English with a neutral or minimal accent.
  • Prior experience in sales, telemarketing, or business development.
  • Proficiency with CRM systems.
  • Strong interpersonal and rapport-building skills.
  • Confident in handling challenging conversations while remaining professional.
  • Self-motivated and results-driven.

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