Financial Solutions Specialist

6 days ago

Sorsogon, Bicol, Philippines beBeeCorporate Full time ₱1,500,000 - ₱2,000,000
Job Description

Overview: We are seeking a dynamic professional to spearhead corporate solutions activities.

This is a role with entrepreneurial freedom, focused on crafting bespoke financial strategies for high-value clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

You will act as a trusted advisor to senior executives and business owners, providing comprehensive strategies that address complex challenges.

This position is aimed at leaders who can build a significant business and lead strategic initiatives to capture the corporate market nationwide.

Key Responsibilities
  • Engage at the Highest Levels: Cultivate and manage relationships with business owners, founders, and key executives.
  • Architect Solutions: Design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits.
  • Lead the Market: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Build Your Practice: Develop your client portfolio with strategic autonomy and support.
What We're Looking For

We are seeking a results-oriented leader who thrives on solving complex problems.

  • Proven Experience: Demonstrated success in financial advisory, wealth management, or related fields with a focus on corporate or high-net-worth clients.
  • Executive Presence: Exceptional communication, presentation, and interpersonal skills with confidence to engage senior executives and business owners.
  • Strategic & Analytical Mindset: Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
  • Consulting Acumen: Experience in succession and governance consulting is advantageous.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
  • Qualifications: Bachelor's degree in Finance, Economics, Business, or related field.
What's On Offer

We invest in our leaders - provide the platform; you define the limits of your success.

  • Uncapped Earning Potential: Commission-based compensation with performance incentives.
  • Strategic Autonomy & Entrepreneurial Freedom: Build your corporate solutions practice with credibility and support.
  • World-Class Training & Tools: Access to industry-leading certifications and digital tools.
  • Global Backing, Local Expertise: Leverage our strength with localized expertise.
  • A Specialized & Strategic Focus: Be part of our major growth initiative with dedicated support to accelerate market development.

  • Insurance Financial Solutions Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeParadigm Full time ₱350,000 - ₱500,000

    Role OverviewThe role of Paraplanner is a pivotal position within the organization, requiring strong analytical and comprehension skills to prepare and implement comprehensive financial plans for clients.As a Paraplanner, you will be working closely with advisors to develop client solutions, conduct research on insurance products and financial concepts, and...

  • Crm Solutions Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeCrmSolutions Full time $40,000 - $80,000

    CRM Solutions Specialist Job DescriptionWe are seeking a skilled Crm Solutions Specialist to join our team. As a Crm Solutions Specialist, you will work closely with business owners or teams to customize, build, and manage white-labeled CRM solutions.This includes implementing automation workflows, building funnels, onboarding clients, and providing ongoing...

  • Financial Process Improvement Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeFinancial Full time ₱450,000 - ₱550,000

    Financial Process Improvement SpecialistWe are seeking an experienced Financial Process Improvement Specialist to join our team. In this role, you will be responsible for identifying and implementing improvements to business processes with a focus on leveraging technology for increased efficiency.This is a fantastic opportunity to leverage your knowledge of...

  • Financial Operations Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeefinancial Full time ₱6,000,000 - ₱8,000,000

    Financial Operations SpecialistThis is a unique opportunity to work with global organizations and build out their financial operations.As a Financial Operations Specialist, you will be responsible for overseeing accounts payable activities and maintaining the general ledger to ensure accurate and timely financial records.

  • Financial Operations Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeAccounting Full time $65,000 - $85,000

    Accounting Specialist Role OverviewWe are seeking an experienced accounting professional to join our team as an Accounting Specialist. As an integral part of our financial operations, you will be responsible for maintaining accurate and compliant financial records, supporting leadership with reliable financial insights, and contributing to the growth and...

  • Financial Operations Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeAccountant Full time $1,000 - $1,100

    Financial Operations SpecialistJob OverviewThe Financial Operations Specialist will play a critical role in managing the financial health of our organization. This individual will be responsible for maintaining accurate and timely financial records, reconciling accounts, preparing financial statements, and ensuring compliance with accounting standards.Manage...

  • Senior Financial Planning Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeFinancialPlanning Full time ₱560,000 - ₱880,000

    Join a dynamic team as a Senior Financial Planning Specialist. As a Senior Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.

  • Financial Operations Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeBookkeeper Full time $2,400 - $4,000

    Financial Operations Specialist OpportunityWe are seeking a reliable and detail-oriented Financial Operations Specialist to support our financial operations. You will manage day-to-day bookkeeping across multiple accounts, ensure accurate records, and provide financial clarity that helps our leadership focus on growth.Main ResponsibilitiesManage QuickBooks...

  • Senior Financial Reporting Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeFinancial Full time $90,000 - $120,000

    Job Title: Senior Financial Reporting SpecialistRole Summary:This position is responsible for managing and performing general ledger activities, including fixed assets, intangibles, leases, intercompany transactions, transfer pricing, prepaids, GRIR, stock rotation, accruals, and tax-related entries.The ideal candidate will have a strong understanding of...

  • Financial Operations Specialist

    6 days ago

    Sorsogon, Bicol, Philippines beBeeFinancial Full time $60,000 - $90,000

    Financial Operations SpecialistAccountants play a vital role in ensuring the accuracy and compliance of financial operations. This position involves managing financial records, preparing reports, and adhering to regulatory requirements to support the organization's growth.The Accountant is responsible for maintaining accurate and up-to-date financial...