Financial Clarity Specialist

2 days ago

Pasay, National Capital Region, Philippines beBeeClient Full time ₱1,200,000 - ₱1,700,000

Financial Clarity Specialist

You will be the first point of contact for individuals seeking financial guidance. Your role is to understand their goals, concerns, and needs, and connect them with our expert team. Through proactive outreach and personalized communication, you will help bridge the gap between clients and our services.

Key Responsibilities
  • Identify potential clients through targeted outreach efforts.
  • Qualify prospects by assessing their financial objectives, retirement concerns, or wealth-building aspirations.
  • Schedule consultations with our financial experts or coaches that meet the client's specific needs.
  • Maintain accurate records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with warm leads to ensure engagement and appointment attendance.
  • Collaborate with cross-functional teams to align messaging and enhance conversion effectiveness.
  • Promote Home Advantage's offerings and values to clients.
What We're Looking For
  • Previous experience in appointment setting, telemarketing, or client outreach, preferably within financial services, accounting, real estate, or wealth coaching.
  • A passion for financial wellness and understanding of New Zealand's retirement concerns.
  • Excellent communication skills - warm, clear, persuasive, and empathetic.
  • Proficiency with 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 & Advantages
  • Competitive hourly rates with performance incentives tied to successful bookings.
  • A flexible work-from-home setup with potential team workshops or collaborative sessions.
  • Ongoing training to deepen your understanding of financial services, property insight, and wealth creation methods.
  • The opportunity to grow and advance into broader client-facing or advisory roles as you gain knowledge and experience.
  • A chance to make a meaningful impact, helping Kiwis gain financial confidence and more secure futures.

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