Expert Financial Planner

1 day ago


Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱4,000,000 - ₱8,000,000
Job Overview

We are expanding our team of professionals to provide expert financial planning and investment strategies to individuals.


Company Description

The Advisor Hub is dedicated to spreading financial literacy and helping individuals minimize financial risks. Our mission is to empower individuals to achieve their financial goals through strategic planning and tailored solutions.


Job Responsibilities
  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop personalized financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that align with client objectives
  • Perform policy reviews to reassess financial situations and strategize accordingly

Required Skills
  • Excellent communication and interpersonal skills
  • Goal-driven and process-oriented
  • Ability to work remotely and adapt to changing priorities

Seniority Level
  • Entry-level position available

Employment Type
  • Full-time opportunity

Job Function
  • Finance and Sales

Industry
  • Insurance Agencies and Brokerages


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