Senior Financial Services Coordinator

2 weeks ago

Porac, Philippines beBeeAppointment Full time $40,000 - $50,000
Job Opportunity

This is a remote position that requires you to be the primary point of contact for individuals seeking financial services. You will connect potential clients with expert advisors who can transform their financial outlook.

Key Responsibilities
  • You will conduct outreach to potential clients from provided lists
  • Qualify prospects based on established parameters
  • Schedule quality appointments for advisor meetings
  • Inform prospects about next steps in the process
  • Follow established processes for appointment setting
  • Maintain consistent communication within a specified time zone
  • Track and report on outreach activities and success metrics
Requirements
  • You have experience in cold calling and appointment setting
  • You possess strong phone communication and relationship-building skills
  • You can work full-time (40 hours per week)
  • You have excellent time management and organization abilities
  • You exhibit a professional demeanor and articulate communication style
  • You have a basic understanding of the financial services industry (preferred)
  • You can work independently while following established processes
  • You are proficient with CRM and communication software

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