Financial Services Liaison

1 week ago


Barcelona, Philippines beBeeAppointment Full time ₱220,000 - ₱300,000
Job Title

The Appointment Setter plays a pivotal role in connecting individuals with financial advisors to transform their financial outlook.

You will build relationships and engage in strategic communication, with performance-based incentives that drive success.

This position offers the perfect blend of relationship building and strategic communication while working remotely as part of a dynamic team focused on helping people achieve their financial goals through comprehensive planning and protection strategies.

Responsibilities
  • Initiate outreach to potential clients from provided lists
  • Qualify prospects according to established parameters
  • Schedule quality appointments for financial advisor meetings
  • Inform prospects about next steps in the process
  • Adhere to prescribed processes for appointment setting
  • Maintain consistent communication within designated time zones
  • Track and report on outreach activities and success metrics
Requirements
  • Proven experience in cold calling and appointment setting
  • Strong phone communication and relationship-building skills
  • Ability to work full-time (40 hours per week)
  • Excellent time management and organization abilities
  • Professional demeanor and articulate communication style
  • Basic understanding of the financial services industry
  • Ability to work independently while following established processes
  • Proficiency with CRM and communication software


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