Proactive Business Partner

5 days ago

Sorsogon, Bicol, Philippines beBeeSpecialist Full time ₱96,000
Virtual Support Specialist

Ambitious and results-driven Virtual Assistant required to provide exceptional support for a leading advisory firm specializing in retirement income planning.

About the Role

The organization helps clients build lifetime income streams that protect against risk, keep pace with inflation, and contribute to a meaningful family or community legacy. They combine financial, legal, and tax expertise under one roof to deliver comprehensive advice with full cost transparency.

Key Responsibilities
  • Make outbound calls to introduce services and generate interest.
  • Schedule discovery calls for interested prospects on the client's calendar.
  • Utilize CRM systems 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.
Qualifications & Skills
  • Excellent conversational English with a neutral or minimal accent.
  • Prior experience in outbound sales, telemarketing, or business development.
  • Proficiency with CRM systems (Apollo CRM experience preferred).
  • Strong interpersonal and rapport-building skills.
  • Confident in handling challenging conversations while remaining professional.
  • Self-motivated and results-driven.

Organized, detail-oriented and able to work U.S. Eastern Time business hours.

Benefits

This role offers an opportunity to work with a dynamic team and contribute to the growth of the organization.

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