Client Development Representative

16 hours ago


Bacoor, Calabarzon, Philippines beBeeRelationship Full time $60,000 - $80,000
Client Development Representative

Secure financial futures for individuals by connecting them with expert advisors. This role offers a blend of relationship building and strategic communication, with performance-based incentives that reward success.

Key Responsibilities:
  • Conduct targeted 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 assigned time zone.
  • Track and report on outreach activities and success metrics.
Requirements:
  • Proven experience in cold calling and appointment setting.
  • Strong phone communication and relationship-building skills.
  • Ability to work full-time (40 hours per week).
  • Excellent time management and organization abilities.
  • Professional demeanor and articulate communication style.
  • Basic understanding of the financial services industry.
  • Ability to work independently while following established processes.
  • Proficiency with CRM and communication software.
Benefits:

This role offers a unique opportunity to grow professionally and personally, while making a meaningful impact on people's lives. As a Client Development Representative, you will be part of a dynamic team that is passionate about delivering exceptional results.



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