Bilingual Care Concierge
OneTouch Direct
Appointment Setter
Manila Recruitment
full-time
Posted on:
Origin: • 🇵🇭 Philippines
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Calling leads and qualifying them based on assets and retirement timelines.
- If the client’s calendar is open, do live transfer (priority); if not, book the lead directly on their calendar.
- Conduct light follow-ups for leads already scheduled for Zoom appointments.
- Support advisors to consistently close qualified leads, which drives client retention.
Requirements
- Must have excellent communication skills.
- Neutral and pleasant accent is required since the role involves cold calling and engaging with high-net-worth individuals.
- Professionalism on the phone is a priority.
- Candidate must have their own equipment (no required specifications).
- Reliable back up internet - nice to have.
- Noise-cancelling headset - nice to have.
- Schedule: Aligned with US Time Zones (Eastern, Central, or Mountain); Standard schedule: 8:00 AM – 5:00 PM (hours may be adjusted depending on the number of clients being managed).
