Financial Planner Opportunity

1 day ago

Cabuyao, Calabarzon, Philippines beBeeWealth Full time ₱400,000 - ₱800,000
Financial Wealth Planner Role

This is a dynamic opportunity for individuals to excel as Financial Wealth Planners. The role involves lead generation, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients achieve their long-term financial goals.

We offer flexible work arrangements, allowing part-time employees to work from home or anywhere else with a stable internet connection. This job is suitable for full-time or part-time positions and is open to fresh graduates and undergraduates with at least 6 months of relevant work experience.

The ideal candidate should have excellent communication skills, be able to effectively engage with clients, and possess a strong social media presence. They must also be willing to undergo extensive sales and financial management training.

As a Financial Wealth Planner, you will be responsible for generating leads, preparing life insurance proposals, delivering personalized insurance and investment solutions, and participating in sales and financial management training. If you are passionate about helping others achieve their financial goals and are driven to succeed, this could be the perfect opportunity for you.

Responsibilities
  • Generate leads and prospect clients
  • Prepare life insurance proposals
  • Deliver personalized insurance and investment solutions
  • Engage with clients to help them reach long-term financial goals
  • Participate in extensive sales and financial management training
Requirements
  • At least college level; fresh grads and undergrads welcome
  • At least 6 months of relevant work experience
  • No prior insurance industry experience required
  • Sales experience preferred but not required
  • Willing to undergo training and licensure exam
  • Strong social media presence
  • Ability to work 2-3 hours daily (for part-timers) and have a stable Internet connection
  • Must have an iPad, smartphone, or Android tablet
  • Preferrable residing in NCR and CALABARZON for contingency
Benefits
  • 100% Work-From-Home or anywhere
  • 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
Application

You can join even if you are currently employed. Referrals may increase your chances of interview consideration.

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