Customer Engagement Specialist

18 hours ago


Singapore beBeeEngagement Full time $3,500
Job Title:
Customer Engagement Specialist

Job Description:
We are seeking a Customer Engagement Specialist to join our team. As a key member, you will play a vital role in contacting potential and existing customers by phone to promote financial services products, generate leads, and set appointments.

Key Responsibilities:
  • Conduct outbound calls to prospective clients to introduce and promote financial products and services.
  • Follow up on leads generated through marketing campaigns, referrals, and existing customer databases.
  • Coordinate and schedule appointments for sales agents or financial advisors to facilitate deal closures.
  • Maintain accurate and up-to-date records of customer interactions and activities in the CRM system.
  • Meet or exceed individual and team sales targets, call quotas, and key performance indicators.

Requirements:
To succeed in this role, you will need:
  • Prior experience in working in the financial services is an advantage.
  • Minimally local Polytechnic Diploma.
  • Strong communication and interpersonal abilities.
  • Proficient in Microsoft Office (Word, Excel, Outlook).

Benefits:
This role offers a basic salary + yearly increment, weekend availability, accessible location, and good career progression.

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