Chief Financial Strategist

12 hours ago


Batangas, Calabarzon, Philippines beBeeInvestment Full time ₱500,000 - ₱1,000,000
Financial Planning Professional

Our objective is to provide financial literacy and minimize risks for individuals.


Job Responsibilities
  • Meet with clients to discuss financial planning and investment strategies
  • Develop customized financial plans tailored to clients' goals
  • Evaluate and recommend insurance products aligned with clients' needs
  • Review and reassess policies to optimize results

Requirements
  • Ability to grow professionally with the organization
  • Goal-driven, process-oriented individual
  • Means to work remotely

Seniority Level
  • Entry-level position

Employment Type
  • Full-time employment

Job Function
  • Finance and Sales

Industries
  • Insurance Agencies and Brokerages


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