Unlock Your Potential as a Financial Strategist

9 hours ago

San Fernando, Central Luzon, Philippines beBeeCareer Full time ₱1,500,000 - ₱3,000,000
Financial Wealth Planning Opportunity

We are seeking motivated individuals to fill the role of Financial Wealth Planner or Life Insurance Specialist. As a Financial Wealth Planner, you will play a key part in helping clients achieve their long-term financial objectives.

Responsibilities and Expectations
  • Develop new business leads and engage with potential clients
  • Create personalized insurance and investment plans
  • Promote comprehensive insurance and investment solutions
  • Collaborate with clients to help them reach their long-term financial goals
  • Participate in extensive sales and financial management training programs
Required Skills and Qualifications
  • A minimum of college-level education; recent graduates and undergraduates are welcome
  • A minimum of six months of relevant work experience
  • No prior experience in the insurance industry is required
  • Sales experience is preferred but not mandatory
  • Willingness to undergo training and licensure examination
  • A smartphone, iPad, or Android tablet is required for work purposes
  • Residency in the National Capital Region (NCR) or Calabarzon area is preferable for contingency planning
  • A strong social media presence is an asset
Benefits

This role offers a chance to grow your career and develop valuable skills in financial planning and sales. Our team provides extensive support and training to ensure your success.

Professional Development

To excel in this role, you should have excellent communication and interpersonal skills. You will also need to be self-motivated, proactive, and able to work independently. If you are passionate about helping others achieve their financial goals, we encourage you to apply for this opportunity.

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