Financial Opportunity Coordinator

2 days ago


Iloilo City, Western Visayas, Philippines beBeeAppointment Full time ₱819,200 - ₱1,095,200
Job Overview:

The appointment setter role is a crucial first point of contact for individuals seeking financial clarity and our expert team. This position plays a key role in bridging the gap between prospective clients and our personalized services.

  • Establish connections with potential clients through thoughtful outreach and financial awareness.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Coordinate consultations with the appropriate financial advisers or coaches.
  • Maintain accurate records of interactions, notes, and scheduled appointments.
  • Follow up with warm leads to ensure engagement and appointment attendance.
  • Collaborate across teams to enhance conversion effectiveness.
Key Responsibilities:
  • Previous experience in appointment setting, telemarketing, or client outreach.
  • Passion for financial wellness and understanding of key retirement concerns.
  • Excellent communication skills and proficiency with CRM tools.
  • Goal-driven with a track record of meeting outreach targets.
  • Able to adapt communication to various levels of financial literacy.

We offer competitive hourly rates, flexible work-from-home setup, training opportunities, and the chance to make a meaningful impact on people's lives.



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