Secure Your Future: Become a Financial Planning Advisor

15 hours ago

Cebu City, Central Visayas, Philippines beBeeAdvisor Full time ₱62,480 - ₱80,340
Financial Planning Advisor

The role of the Financial Planning Advisor is a challenging and rewarding position that requires excellent communication and relationship-building skills.

As a key point of contact for individuals seeking comprehensive financial planning and protection strategies, you will be responsible for connecting potential clients with expert financial advisors to secure their financial future.

This involves conducting cold outreach to potential clients from provided lists, qualifying prospects according to established parameters, scheduling quality appointments for financial advisor meetings, informing prospects about next steps in the process, following prescribed processes for appointment setting, maintaining consistent communication within the designated time zone, tracking and reporting on outreach activities and success metrics, and more.

You will work remotely as part of a dynamic team focused on helping people achieve their financial goals through personalized wealth management, strategic investment planning, and innovative insurance solutions.

To succeed in this role, you must have proven experience in cold calling and appointment setting, strong phone communication and relationship-building skills, and excellent time management and organization abilities. A basic understanding of the financial services industry is preferred, as well as proficiency with CRM and communication software.

Key Responsibilities:

  • Conduct cold outreach to potential clients from provided lists.
  • Qualify prospects according to established parameters.
  • Schedule quality appointments for financial advisor meetings.
  • Inform prospects about next steps in the process.
  • Follow prescribed processes for appointment setting.
  • Maintain consistent communication within the designated time zone.
  • Track and report on outreach activities and success metrics.

Benefits include performance-based incentives that reward your success, a dynamic team environment, and opportunities for professional growth and development.

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