Financial Planning Appointment Setter

4 days ago

Manila, National Capital Region, Philippines Elaxis Full time ₱200,000 - ₱250,000 per year
Join our team from the comfort of your home-no commute, no hassle

Embrace the benefits of a Full-time Independent Contractor Agreement-keep 100% of your earnings with no deductions, allowing you to maximize your income and invest in your future.

About Us: Elaxis

We redefine virtual workforce solutions with a dedicated focus. We connect businesses with top-tier talent, ensuring compliance and excellence through customized, unwavering support.

We are seeking a dedicated and results-driven Appointment Setter to support our team of financial advisors. The primary responsibility of this role is to contact potential clients (cold leads) and schedule appointments for our advisers. This position is ideal for someone with strong communication skills, a professional phone presence, and the persistence needed to connect with prospects and generate quality meetings for the advisory team.

Key Responsibilities


• Conduct outbound calls to cold leads and prospective clients to introduce our financial planning services.


• Set and confirm appointments for financial advisors based on availability and client interest.


• Maintain accurate records of calls, conversations, and scheduled meetings in the CRM system.


• Follow up with prospects when necessary to confirm details or reschedule meetings.


• Meet or exceed daily and weekly appointment-setting targets.


• Represent the company professionally, maintaining a courteous and helpful tone in all communications.

Qualifications & Skills


• Previous experience as an appointment setter, telemarketer, or in a customer outreach role, preferably within financial services or professional services.


• Excellent English communication skills, clear, confident, and engaging phone manner.


• Mandarin language proficiency is an advantage but not required.


• Strong organizational and time-management skills.


• Self-motivated, reliable, and able to work independently with minimal supervision.


• Positive attitude and goal-oriented mindset.

Why Join Us


• Opportunity to work closely with experienced financial advisors and contribute directly to business growth.


• Supportive and professional work environment.


• Training and development opportunities to enhance your communication and sales skills.


• Be part of a reputable financial planning firm that values teamwork, integrity, and client success.

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