Financial Outreach Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeAppointment Full time $35,000 - $50,000
Appointment Coordinator

Key First Touchpoint:

As the initial contact for prospective clients seeking financial clarity, you will bridge the gap between individuals and our expert team. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.

Key Responsibilities:

  • Proactively conduct outbound outreach via calls, emails, and CRM-driven communications to potential 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 across teams to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to financial wellness and what we offer.

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 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.
  • Able to adapt communication to various levels of financial literacy.

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