Career Opportunity in Client Outreach

14 hours ago

Tarlac City, Central Luzon, Philippines beBeeFinancialAwareness Full time ₱250,000 - ₱500,000

Job Summary:

We are seeking an experienced appointment setter to join our team. In this role, you will be responsible for bridging the gap between individuals seeking financial clarity and our expert team through thoughtful outreach and financial awareness.

Key Responsibilities:

  • Proactively conduct outbound outreach to potential clients via calls, emails, and CRM-driven communications.
  • 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 to align messaging and improve conversion effectiveness.

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 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.

Benefits:

  • Competitive hourly rates 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 into broader client-facing or advisory roles as you gain knowledge and experience.

About This Role:

This is a unique opportunity to make a meaningful impact on Kiwis' lives by helping them gain financial confidence and more secure futures.

Skills Required: Financial Awareness, Client Outreach, Appointment Setting

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