Career Advancement Opportunities in Financial Planning

7 days ago

Rizal, Philippines beBeeWealth Full time ₱400,000 - ₱520,000
Job Opportunity

Financial Wealth Planners play a crucial role in helping clients achieve their long-term financial goals. As part of our team, you will be responsible for lead generation, prospecting clients, and delivering personalized insurance and investment solutions.

The fastest-growing insurance company seeks driven and passionate individuals to join the team as Financial Wealth Planners or Life Insurance Agents. This is an excellent opportunity for those looking to start or advance their careers in sales and finance.

Responsibilities:
  • Generate leads and engage with potential clients
  • Prepare and present life insurance proposals
  • Deliver tailored insurance and investment solutions
  • Collaborate with clients to help them reach their long-term financial objectives
  • Participate in extensive sales and financial management training programs
Requirements:
  • At least a college-level education; fresh graduates and undergraduates are welcome
  • At least six months of relevant work experience preferred
  • No prior insurance industry experience required, but sales experience is beneficial
  • Willingness to undergo training and licensure exams
  • Ability to work 2-3 hours daily (for part-timers) and have a stable internet connection
  • Must have access to an iPad, smartphone, or Android tablet
  • Preferrable residing in NCR and CALABARZON for contingency purposes
  • Strong social media presence is a plus
Employment Details:
  • Employment type: Part-time (also suitable for full-time)
  • Seniority level: Entry-level
Benefits:
  • 100% Work-From-Home or anywhere
  • Weekly pay
  • HMO and life insurance coverage
  • Quarterly and annual local/foreign travel incentives
  • Extensive sales and financial management training
  • Awards and recognitions and career growth opportunities
Application and Contact Information:

Referrals may increase your chances of interview consideration.

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