Senior Corporate Financial Strategist

13 hours ago

Lipa City, Calabarzon, Philippines beBeeFinancial Full time ₱3,000,000 - ₱5,000,000
Corporate Strategy Expert

Build a legacy in financial strategy and spearhead Corporate Solutions activities.

As a Senior Financial Advisor, you will act as a true consultant to C-level executives and business owners, providing comprehensive strategies that address complex challenges.

This position is aimed at leaders who can build a significant business within the agency and lead strategic initiatives to capture the corporate market nationwide.

Key Responsibilities:
  • Cultivate Relationships: Engage with business owners, founders, and key executives to become their trusted advisor on critical financial decisions.
  • Architect Strategies: Design and execute complex plans for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Lead the Market: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Build Your Practice: Develop your client portfolio with strategic autonomy and the backing of a leading insurer's global network, training, and digital tools.
Requirements:

We are seeking a results-oriented leader who thrives on solving complex problems. The ideal candidate is a self-starter with a proven track record and a consultative mindset.

  • Proven Experience: Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Executive Presence: Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
  • Strategic & Analytical Mindset: Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
  • Consulting Acumen: Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
  • Qualifications: Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CWP or CFA are highly regarded.
What's On Offer:

A platform for unprecedented success awaits. Enjoy uncapped earning potential, strategic autonomy, world-class training, and global backing with local expertise.

  • Uncapped Earning Potential: Commission-based compensation with performance incentives.
  • Strategic Autonomy & Entrepreneurial Freedom: Build your corporate solutions practice with credibility and support of a leading brand.
  • World-Class Training & Tools: Access to industry-leading certifications, advanced training, and digital tools.
  • Global Backing, Local Expertise: Leverage the strength of a leading insurer with localized expertise.
  • A Specialized & Strategic Focus: Be part of a major growth initiative with dedicated support to accelerate market development.

Join us as a visionary financial leader ready to make a significant impact and build a rewarding career in corporate solutions.

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