Strategy Session Scheduler & Prospect Liaison

ANDERSON GLOBAL BUSINESS GROUP LLC; Santa Rosa; On-site; PHP 431,000 - 551,000; Full time

Job summary

Anderson Business Advisors in the Philippines (Santa Rosa, Laguna) is hiring a client interaction specialist to connect with prospects, gather information, and schedule Strategy Sessions with the Advisor team. No cold calling; daily goal is 7–12 bookings while logging details in Salesforce.

The role requires a high school diploma, strong listening and communication skills, and proficient use of G Suite tools. Experience with professional services is a plus and training is provided.

Qualifications

• High school diploma required.
• Proficiency in G Suite (Gmail, Calendar, Drive, Docs, and Sheets).
• Strong listening, phone etiquette, and grammar skills.
• Self-motivated, goal-oriented, and coachable.
• Excellent time management and attention to detail.

Responsibilities

• Contact highly qualified prospective clients and gather necessary information for consultations.
• Schedule prospects for Strategy Sessions; 7–12 consultations per day target.
• Log call details into Salesforce and provide notes for Advisors.
• Send confirmation emails to every prospect scheduled for a Strategy Session.
• Manage email responses and ensure timely follow-up.

Skills

G Suite proficiency

Active listening

Phone etiquette

Time management

Attention to detail

Self-motivated

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce

Job description

Anderson Business Advisors in the Philippines (Santa Rosa, Laguna) is hiring a client interaction specialist to connect with prospects, gather information, and schedule Strategy Sessions with the Advisor team. No cold calling; daily goal is 7–12 bookings while logging details in Salesforce.

The role requires a high school diploma, strong listening and communication skills, and proficient use of G Suite tools. Experience with professional services is a plus and training is provided.