Remote Financial Services Appointment Setter

7 days 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.

  • Remote Lead Generator Appointment Setter

    7 days ago

    Rizal, Philippines beBeeAppointment Full time $20,000 - $75,000

    Job OpportunityHelp us generate qualified leads and book appointments with business owners and entrepreneurs. We are looking for a motivated and experienced lead generator and appointment setter to join our team.Generate high-quality leads using LinkedIn, email, or DMsBook qualified appointments with business owners and entrepreneursWork with professional...

  • Remote Appointment Coordinator

    7 days ago

    Rizal, Philippines beBeeAppointment Full time ₱250,000 - ₱300,000

    Appointment Coordinator Job OpportunityOur company is seeking an experienced and skilled Appointment Coordinator to join our team remotely.Job OverviewThe ideal candidate will be responsible for reaching out to potential clients, setting appointments, and supporting our sales team in a professional and timely manner.Key Responsibilities:Prospect Outreach:...

  • Appointment Setter for Healthcare and B2B Industries

    7 days ago

    Rizal, Philippines beBeeAppointments Full time ₱4,500 - ₱6,000

    About the RoleWe are seeking a results-driven appointment setter to connect with healthcare practices and other target industries through direct messaging and cold calling.This role involves engaging decision-makers, building rapport, and setting qualified appointments for our sales team. Key ResponsibilitiesMaking outbound cold calls to targeted healthcare...

  • Career Opportunity

    7 days ago

    Rizal, Philippines beBeeappointment Full time $35,000 - $55,000

    Job DescriptionWe are seeking a highly motivated and results-driven Appointment Setter to join our team. As an Appointment Setter, you will be responsible for setting appointments with potential clients over the phone.

  • Medical Transport Appointment Coordinator

    7 days ago

    Rizal, Philippines beBeeAppointment Full time ₱216,024 - ₱428,048

    Job Opportunity: NEMT Appointment SetterA seasoned appointment setter with a proven track record in the Non-Emergency Medical Transportation (NEMT) industry is required to fill this critical role.Key Responsibilities:Utilize extensive knowledge of NEMT services and procedures to effectively communicate with clients and stakeholders.Make outbound calls to...

  • Appointment Setter

    7 days ago

    Rizal, Philippines beBeeOutreach Full time ₱500,000 - ₱850,000

    Job OverviewWe're looking for a skilled Sales Development Representative to join our team. As an SDR, you will be responsible for initiating outreach and setting up conversations between prospects and senior sales consultants.You'll work with a list of warm leads, using your strong communication and relationship-building skills to establish meaningful...

  • Appointments Coordinator

    7 days ago

    Rizal, Philippines beBeeAppointment Full time ₱600,000 - ₱800,000

    Job Title: Appointments CoordinatorWe are seeking a skilled professional to fill the role of Appointments Coordinator. The successful candidate will be responsible for connecting potential customers with our sales team by scheduling appointments and generating interest.Key Responsibilities:Establishing connections with potential customers through outbound...

  • Appointment Growth Specialist

    7 days ago

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

    As a key contributor to our sales team, you will play a vital role in driving growth by connecting with potential customers, generating interest, and scheduling consultations for our representatives.Key Responsibilities:Making outbound calls to understand customer needs and preferences.Scheduling meetings between contacts and members of our Sales Team for a...

  • Scheduling Coordinator

    7 days ago

    Rizal, Philippines beBeeAppointment Full time ₱600,000 - ₱800,000

    Professional Appointment SetterWe are seeking a highly skilled and motivated individual to join our team as an appointment setter. As a key member of our sales team, you will be responsible for making outbound calls to prospects, qualifying leads, and setting up meetings with senior leadership.This is an excellent opportunity for a driven and organized...

  • Career Catalyst: Unlock New Opportunities

    6 days ago

    Rizal, Philippines beBeeEntrepreneur Full time ₱750,000 - ₱1,000,000

    Unlock New OpportunitiesWe are seeking an experienced Appointment Setter to drive growth for ambitious entrepreneurs.The ideal candidate will have a proven track record in appointment setting or inside sales and thrive in a fast-paced environment.