Expert Insurance Financial Planner

7 days ago

Marikina City, National Capital Region, Philippines beBeePlanning Full time ₱1,200,000 - ₱1,500,000

Financial Planning Specialist

We are seeking a highly skilled and detail-oriented Financial Planning Specialist to join our team. In this role, you will be responsible for preparing and implementing financial plans for clients, working closely with advisors to provide expert advice.

Responsibilities:

  • Assist advisors in creating comprehensive financial plans for clients, utilizing strong numerical and logical reasoning skills.
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies to support the development of financial plans.
  • Prepare and analyze financial needs analysis reports to support the development of financial plans, providing accurate and timely results.
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals.
  • Attend client meetings with advisors to present and review financial plans, effectively communicating complex information.
  • Work with clients to gather necessary financial information and documents, ensuring accuracy and attention to detail.
  • Understand and interpret legal documents related to insurance products, applying knowledge of relevant laws and regulations.
  • Manage and update client information in our database, maintaining confidentiality and discretion.

Competencies and Qualifications:

  • 3 years of experience as a Financial Planning Specialist or in a similar role in the insurance industry is preferred.
  • Accounting or similar experience is highly advantageous.
  • Strong numerical and logical reasoning skills, with the ability to work accurately and efficiently.
  • Good with math and comfortable working with numbers, with the ability to apply mathematical concepts to real-world problems.
  • Familiarity with legal documents related to insurance products, with the ability to apply knowledge of relevant laws and regulations.
  • A desire to become an expert in both insurance products and advice preparation, with a commitment to ongoing learning and professional development.
  • Excellent command of the English language, with strong written and verbal communication skills.
  • Strong skills in Microsoft Excel and MS Office, with the ability to apply software skills to complex problems.
  • Meticulous attention to detail, especially in calculations and materials prepared, with a focus on accuracy and precision.
  • Self-starter, with the ability to work independently and take initiative, with a focus on results and outcomes.

What We Offer:

  • 100% Remote Work, with flexibility and autonomy to manage your workload.
  • 13th Month Pay, with additional compensation for exceptional performance.
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month, with opportunities for additional leave based on performance.
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL, with no holiday premium payable.
  • Annual performance appraisal subject for review, with opportunities for growth and development.
  • Access to our free Learning and Development programs, with opportunities for ongoing education and professional development.

Application Process:

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

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