Financial Outbound Specialist

2 days ago

Taguig, National Capital Region, Philippines beBeeOutbound Full time ₱200,000 - ₱350,000

Job Title: Financial Outbound Specialist

We are seeking an experienced financial professional to play a crucial role in bridging the gap between individuals seeking financial clarity and our expert team.

Key Responsibilities:

  • Conduct outbound outreach via calls, emails, and CRM-driven communications to potential clients.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers or coaches.
  • 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 teams to align messaging and improve conversion effectiveness.
  • Provide a friendly introduction to our services and what we offer.

Requirements:

  • Previous experience in appointment setting, telemarketing, or client outreach within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of local retirement concerns.
  • Excellent communication skills.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.

Benefits:

  • Competitive hourly 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.

About Our Team:

  • We value professionalism, integrity, and exceptional customer service.
  • We prioritize teamwork and collaboration to achieve shared goals.
  • We foster a culture of continuous learning and development.

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