Financial Connection Specialist

1 day ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeCommunication Full time ₱750,000 - ₱900,000
Business Development Representative

The role of a Business Development Representative is to establish initial contact with potential clients and set up meetings between them and our financial experts. This position requires a deep understanding of the financial services industry and its needs.

Key responsibilities include conducting outreach efforts through phone calls, emails, and CRM-driven communications. The ideal candidate will have a strong ability to understand client needs and communicate the value of our services effectively.

Maintaining accurate records of interactions, appointments, and follow-ups is crucial for success in this role. Collaboration across teams to improve messaging and conversion effectiveness is also expected.

Requirements
  • Previous experience in appointment setting, telemarketing, or client outreach, preferably within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of financial concepts.
  • Excellent communication skills, including warmth, clarity, persuasiveness, and empathy.
  • Proficiency with CRM tools and workflow tracking, as well as strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.


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