Client Engagement Specialist

1 day ago

Lipa City, Calabarzon, Philippines beBeeClientEngagement Full time ₱35,000 - ₱50,000

Job Opportunity: Client Engagement Specialist

", "
  • This position serves as the initial point of contact for potential clients seeking financial clarity, establishing connections with our team through proactive outreach and awareness efforts.
  • The successful candidate will be responsible for conducting outbound communication via calls, emails, and CRM-driven initiatives to engage potential clients.", "
    • Maintain accurate records of interactions, notes, and scheduled appointments in CRM systems.
    • Follow up with warm leads to ensure engagement and appointment attendance.
", "

Key Requirements:

", "
  • Previous experience in client outreach, telemarketing, or appointment setting, preferably within financial services, accounting, or wealth coaching.
  • Possession of a passion for financial wellness and understanding of local retirement concerns.
  • Excellent communication skills, including being warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking, along with strong organizational habits.
", "

Benefits and Opportunities:

", "
  • Competitive hourly rates tied to performance incentives for successful bookings.
  • A flexible work-from-home setup with potential workshops or collaborative sessions.
  • Ongoing training to deepen understanding of financial services, property insight, and wealth creation methods.
", "

About the Role:

", "This role offers an opportunity to make a meaningful impact by helping individuals gain financial confidence and more secure futures.", "

As a key member of our team, you will have the chance to grow into broader client-facing or advisory roles as you gain knowledge and experience.

",

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