Chief Investment Strategist

1 week ago

Marikina City, National Capital Region, Philippines beBeeFinancial Full time ₱3,000,000 - ₱4,500,000
Job Overview

We are seeking highly motivated and goal-driven professionals to fill a key role in our organization. As a Financial Advisor, you will play a crucial part in helping individuals achieve financial success.


Key Responsibilities
  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop strategic financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products tailored to client's objectives
  • Perform policy review to reassess financial situations and re-strategize

Required Skills and Qualifications
  • Willingness to learn and grow with the company
  • Goal-driven with a strong focus on results
  • Process and system oriented with excellent analytical skills
  • Ability to work remotely and maintain productivity

Benefits
  • Opportunity to make a real difference in people's lives
  • Chance to develop a long-term career with our organization
  • Flexible work arrangements to suit your needs

Seniority level and Employment type
  • Entry-level position
  • Full-time employment

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