Financial Planning Opportunities

15 hours ago

Batangas, Calabarzon, Philippines beBeeWealth Full time ₱2,418,000 - ₱4,053,000
Role Overview

We are seeking driven individuals to join our team as Financial Wealth Planners or Life Insurance Agents. This role involves lead generation, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients work toward their long-term financial goals.

This position offers flexible scheduling options, including full-time and part-time positions with the possibility of working from home. The ideal candidate will be able to generate leads, create proposals, and deliver customized solutions to clients.

Apart from a competitive compensation package, we offer weekly pay, HMO coverage, and travel incentives where applicable. Our training program is designed to equip you with the necessary skills to excel in this field.

The qualifications for this role include a college-level education, relevant work experience, and strong sales skills. While prior insurance industry experience is not required, willingness to undergo training and licensure exams is essential.

  • Lead generation and client prospecting
  • Life insurance proposal creation
  • Delivery of personalized insurance and investment solutions
  • Engagement with clients to achieve long-term financial objectives
  • Participation in extensive sales and financial management training
Required Skills and Qualifications

To succeed in this role, you must possess excellent communication and interpersonal skills, along with the ability to work independently and as part of a team. Strong organizational skills and attention to detail are also crucial.

  • College-level education or higher
  • Relevant work experience (at least 6 months)
  • No prior insurance industry experience required; willingness to train and obtain licensure is essential
  • Sales experience preferred but not mandatory
  • Strong social media presence a plus
Benefits and Perks

This role comes with several benefits and perks, including flexible scheduling options, a competitive compensation package, and opportunities for career growth and development.

  • Flexible scheduling options (full-time and part-time)
  • Weekly pay
  • HMO coverage
  • Travel incentives (where applicable)
  • Extensive sales and financial management training
Application and Hiring Process

If you are passionate about helping others achieve their long-term financial goals, we encourage you to apply for this exciting opportunity. Please ensure you meet the required qualifications and have a stable Internet connection and suitable device for remote work.

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