Elevate Your Career as a Financial Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeFinancial Full time ₱25,000 - ₱35,000
Job Opportunity

We are seeking a Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will be responsible for generating leads, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients achieve their long-term financial goals.

This role is ideal for individuals who are driven, passionate, and eager to learn. You will have the opportunity to participate in extensive sales and financial management training, which will equip you with the necessary skills to succeed in this field.

The work environment is flexible, with 100% remote work options available. Part-time schedules may be arranged, allowing for a balance between work and personal life. Benefits include weekly pay, HMO and life insurance coverage, and travel incentives where applicable.

Key Responsibilities
  • Lead Generation: Identify and pursue new business opportunities through various channels.
  • Client Prospecting: Establish relationships with potential clients and understand their financial needs.
  • Proposal Creation: Develop tailored life insurance proposals that meet client requirements.
  • Solution Delivery: Provide personalized insurance and investment solutions to clients.
  • Training and Development: Participate in ongoing sales and financial management training to enhance skills and knowledge.
Requirements
  • Education: College-level or higher; fresh graduates and undergraduates welcome.
  • Experience: At least 6 months of relevant work experience; prior insurance industry experience not required.
  • Skillset: Strong communication and interpersonal skills; ability to work independently and as part of a team.
  • Personal Qualities: Willingness to learn and adapt; strong problem-solving and analytical skills.
Benefits and Perks
  • Flexible Work Schedule: 100% remote work options available; part-time schedules may be arranged.
  • Competitive Compensation: Weekly pay; HMO and life insurance coverage.
  • Professional Growth: Ongoing training and development opportunities; recognition and awards for outstanding performance.

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