Become a Financial Wealth Planner

17 hours ago

Marikina City, National Capital Region, Philippines beBeeFinancialWealthPlanning Full time ₱300,000 - ₱600,000

Financial Wealth Planning Opportunity

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This is a full-time or part-time position in our company's fastest-growing division. As a Financial Wealth Planner, you will be responsible for generating leads, prospecting clients, creating life insurance proposals, and delivering personalized solutions to help them achieve their long-term financial goals.

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  • Generate leads and prospect clients through various means.
  • Create life insurance proposals tailored to the client's needs.
  • Develop and deliver comprehensive insurance and investment strategies to meet clients' objectives.
  • Collaborate with clients to understand their financial aspirations and create plans to achieve them.
  • Participate in extensive training and development programs to enhance sales and financial management skills.
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This role requires a strong understanding of financial products and services, excellent communication skills, and the ability to work independently in a remote setting.

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  • At least college level; fresh graduates and undergraduates are welcome.
  • At least 6 months of relevant work experience is preferred but not required.
  • Strong sales experience is a plus, but not essential.
  • 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 an iPad, smartphone, or Android tablet.
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We offer competitive benefits and perks to support your success:

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  • 100% Work-From-Home or anywhere flexibility.
  • Weekly pay options.
  • HMO and Life Insurance Coverage.
  • Quarterly and Annual Local/Foreign Travel Incentives.
  • Extensive Sales and Financial Management Training.
  • Awards and Recognitions, Career Growth.
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