Financial Wealth Planning Consultant

4 hours ago

Paranaque City, Calabarzon, Philippines beBeeInsurance Full time ₱2,000,000 - ₱2,500,000
Role Overview

The role of Financial Wealth Planner or Life Insurance Agent is to help clients work towards their long-term financial goals. This involves generating leads, building relationships, and providing personalized insurance and investment solutions.

As a Financial Wealth Planner or Life Insurance Agent, you will be responsible for:

  • Generating leads and prospecting clients
  • Preparing life insurance proposals
  • Delivering personalized insurance and investment solutions
  • Engaging with clients to help them reach long-term financial goals
Requirements

To succeed in this role, you will need to have:

  • At least college level education
  • At least 6 months of relevant work experience
  • Sales experience is preferred but not required
  • Ability to undergo training and licensure exam

Additionally, you will need to have the following skills:

  • Strong communication and interpersonal skills
  • Ability to build strong relationships with clients
  • Knowledge of insurance products and services
Employment Details

This is a part-time role that can also be suitable for full-time employment. The seniority level is entry-level.

Benefits

We offer a range of benefits including:

  • Weekly pay
  • HMO and Life Insurance Coverage
  • Quarterly and Annual Local/Foreign Travel Incentives
  • Extensive Sales and Financial Management Training
  • Awards and Recognitions and Career Growth

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