Expert Financial Advisor

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time ₱400,000 - ₱700,000
About the Role

We are seeking a highly motivated and results-driven Financial Wealth Planner to join our team. As a key member of our organization, you will be responsible for delivering personalized insurance and investment solutions to clients, helping them achieve their long-term financial goals.

Key Responsibilities:
  • Provide tailored insurance and investment recommendations to clients
  • Develop and implement comprehensive financial plans
  • Analyze client needs and preferences to identify opportunities for growth
  • BUILD STRONG RELATIONSHIPS with clients through effective communication and customer service
  • Stay up-to-date with industry trends and best practices to drive business success
Requirements:
  • Licenses and certifications in finance or related field (if required)
  • No experience necessary; however, prior sales experience is an advantage
  • Willingness to undergo extensive training and professional development
  • Able to dedicate sufficient time to work (for part-timers)
  • Reliable internet connection
Benefits:
  • Flexible 100% remote work arrangement
  • Ongoing weekly commission incentives
  • Monthly and quarterly monetary bonuses for outstanding performance
  • Opportunities for local and foreign travel and networking
  • Coverage under health maintenance organization (HMO) and life insurance
  • Comprehensive free training and development programs

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