Professional Financial Advisor

1 week ago


Tanauan, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱3,000,000 - ₱5,000,000

Elevate Your Career with a Rewarding Financial Planning Role

Job Description:

As a financial planning professional, you will have the opportunity to provide expert guidance and support to clients in achieving their financial goals.

With our comprehensive insurance products, you will help clients navigate complex financial decisions and develop tailored plans to secure their future.

Key Responsibilities:
  • Conduct thorough financial needs analysis to identify client requirements
  • Develop and implement personalized financial plans to meet client objectives
  • Promote and sell BDO Life's insurance products to clients
Requirements:
  • Bachelor's degree in any field
  • At least one year of experience in sales/marketing or customer service-related fields is an advantage
  • Effective communication and interpersonal skills
  • Strong analytical and problem-solving abilities
What We Offer:
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A competitive variable pay structure that rewards high performers
  • A dynamic and supportive work environment that fosters collaboration and teamwork


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