Chief Financial Strategist

2 days ago

General Santos, Soccsksargen, Philippines beBeeAdvisor Full time ₱4,000,000 - ₱9,000,000
Financial Planning Advisor Role

We are seeking a highly skilled and motivated Financial Planning Advisor to join our team. As a key member of our advisory team, you will be responsible for preparing and implementing comprehensive financial plans for clients.

  • Your primary focus will be on working closely with advisors to develop and present financial plans to clients. This will involve conducting thorough research on insurance products, superannuation, and tax strategies to provide expert advice.
  • You will be responsible for creating detailed financial needs analysis reports to support the development of financial plans. These reports will form the foundation for the advice provided to clients.
  • Collaboration with advisors is crucial in identifying appropriate investment strategies based on client needs and goals.
  • You will also be required to attend client meetings with advisors to present and review financial plans, ensuring that clients receive personalized attention and guidance.

This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. If you have a passion for finance and enjoy working with people, this could be an ideal opportunity for you.

Required Skills and Qualifications
  • A minimum of 3 years of experience in a similar role in the insurance industry or related field.
  • Accounting or similar experience is highly advantageous.
  • Strong numerical and logical reasoning skills.
  • Familiarity with legal documents related to insurance products.
  • Excellent command of the English language.
  • Meticulous attention to detail, especially in calculations and materials prepared.
Benefits
  • 100% remote work arrangement.
  • Paid service incentive leave (SIL) upon probationary period – 1.25 days per month.
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL.
  • Access to our free learning and development programs.
About Us

We understand that searching for a new job can be challenging. Our goal is to make the process as transparent and respectful as possible. We strive to keep you informed and provide feedback throughout each stage of the interview process.

Please note that the interview process may vary depending on the role. We appreciate your interest in this opportunity and look forward to reviewing your application.

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