Remote Financial Services Appointment Setter

1 week ago

Rizal, Philippines beBeeAppointment Full time ₱900,000 - ₱1,200,000

Key roles and responsibilities of this position include cold outreach to potential clients, qualifying prospects, scheduling quality appointments for financial advisor meetings, informing prospects about next steps in the process, following prescribed processes for appointment setting, maintaining consistent communication within a designated time zone, tracking and reporting on outreach activities and success metrics.

Responsibilities
  • Conduct targeted phone calls to potential clients from provided lists.
  • Qualify leads according to established parameters.
  • Schedule high-value appointments for financial advisors.
  • Provide clear information to prospects regarding the next steps in the process.
  • Follow established procedures for appointment setting.
  • Maintain regular communication with prospects within the designated time zone.
  • Track and report on outreach activities and key performance indicators.
Requirements
  • Proven experience in appointment setting and cold calling.
  • Strong phone communication and relationship-building skills.
  • Ability to work independently while following established processes.
  • Excellent time management and organizational abilities.
  • Professional demeanor and articulate communication style.
  • Basic understanding of the financial services industry.
  • Proficiency with CRM and communication software.
Benefits
  • HMO coverage for eligible employees.
  • Permanent remote work arrangement.
  • Immediate start date.

As an independent contractor, you will be responsible for your own benefits and taxes. The professional fees are based on hourly rates, which depend on your performance during the application process.

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