Appointment Client Liaison

2 days ago

Angeles City, Central Luzon, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Job Title: Client Engagement Specialist

This role requires a detail-oriented individual to serve as the first point of contact for potential clients seeking financial clarity. The successful candidate will be responsible for bridging the gap between our team and clients by proactively conducting outreach, qualifying prospects, and scheduling consultations.

Key Responsibilities:

  • Conduct outbound outreach via calls, emails, and CRM-driven communications to potential clients.
  • Qualify prospects based on their financial goals, retirement concerns, or wealth-building interests.
  • Schedule appointments with the appropriate financial advisors or coaches.
  • Maintain accurate records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with leads to ensure engagement and appointment attendance.
  • Collaborate with teams to align messaging and improve conversion effectiveness.
  • Provide a friendly introduction to our services and what we offer.

Required Skills and Qualifications:

  • Previous experience in appointment setting, telemarketing, or client outreach, preferably within financial services or wealth coaching.
  • PASSION FOR FINANCIAL WELLNESS AND UNDERSTANDING OF RETIREMENT CONCERNS.
  • Excellent communication skills, including warmth, clarity, persuasiveness, and empathy.
  • Proficiency in 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, making concepts approachable.

Benefits:

  • Competitive rates with performance incentives tied to successful bookings.
  • Flexible work-from-home setup with potential team workshops or collaborative sessions.
  • Training to deepen understanding of financial services, property insight, and wealth creation methods.
  • Opportunity to grow into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: help clients gain financial confidence and secure futures.

We're looking for individuals who are passionate about delivering exceptional client experiences and can thrive in a fast-paced environment. If you have a drive to succeed and a willingness to learn, we encourage you to apply for this role.

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