Outbound Phone Rep – Book Meetings with US Financial Advisors (Fluent English)

🏢 Viana Ventures · all 2 jobs
📍 Philippines
💰 2000
📅 Posted Oct 20, 2026 · via OnlineJobs
🏷 Remote
Apply on original site ↗

We're a growing US recruiting firm that helps financial advisors move to new firms. We need a confident, upbeat phone pro to call advisors, start real conversations, and book meetings for our partners. If you love the phone and sound natural with Americans, this is for you. Our team runs on HubSpot, JustCall, ClickSend, and Slack.

The Money (Pay & Perks):

Base Pay: $4.00 USD per hour (Paid Bi-weekly). This is a consistent base salary.

The "Hunter" Bonuses:

$5 per Qualified Lead.

$30 per Held Appointment.

Team bonuses (We can go over in interview)

$1,500 Closed Deal Bonus

$300 Team Bonus

Potential Monthly Income: $800 (Base) + Bonuses = $1,500 - $2,500+

The Mission:

High-Volume Hunting: Execute 200 outbound calls daily using our power dialer.

Precision: Identify qualified financial advisors and book meetings for our Managing Partner.

Speed: Manage leads in HubSpot in real-time.

Communication: Be active on Slack. We work as a unit.

Requirements (Non-Negotiable):

Native-Level English Required: You must sound like a US local. Impeccable grammar and tone.

Tech Setup: Wired Internet (Ethernet), Noise Canceling Headset, and a professional home office environment.

Experience: Minimum 2 years in high-volume cold calling (Real Estate, Insurance, or Recruiting).

HOW TO APPLY (Read Carefully) To prove you are detail-oriented, follow these exact steps. If you miss one, your application will be deleted immediately.

1. The Subject Line: Solve this math problem: 14 + 13 = ? Write ONLY the number in the subject line of your email .

2. The Email Body:

Attach your Resume (PDF only).

Attach a 60–90 second audio sample (Audio sample is required).

3. The Audio Sample Script: Record yourself reading this line with high energy: "Hi, this is [Name] with Intersection Advisory. I'm reaching out because your profile caught our attention regarding the recent shifts at UBS. Do you have 30 seconds?"

Where to Send: Email your resume and 60–90 second audio sample to: ----------

Flights + hotels

This role requires you to be in the Philippines. If that means relocating or flying in, it is worth checking fares before you commit to a start date.

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